job description
Are you a driven sales professional with a passion for helping clients achieve their financial goals? PERSOL is seeking a Wealth Planning Consultant to join our dynamic team in Bali. This role offers a high basic salary plus attractive incentives and commissions, providing unlimited earning potential for the right candidate.
As a Wealth Planning Consultant, you will play a pivotal role in delivering tailored financial solutions to high-net-worth individuals. You will work closely with clients to understand their financial aspirations, recommend suitable investment products, and build long-term relationships based on trust and expertise.
This is an exceptional opportunity to grow your career in the banking and financial services sector while enjoying the vibrant lifestyle of Bali. If you thrive in a fast-paced, target-driven environment and have a knack for sales, we want to hear from you!
Responsibility
- Conduct financial needs analysis for clients to identify suitable wealth planning solutions.
- Present and sell banking and investment products, including insurance, mutual funds, and retirement plans.
- Build and maintain strong relationships with clients to ensure long-term satisfaction and retention.
- Achieve and exceed monthly and quarterly sales targets while adhering to compliance standards.
- Stay updated on market trends, financial products, and regulatory changes to provide accurate advice.
- Collaborate with internal teams to ensure seamless client onboarding and service delivery.
- Prepare and present financial reports and proposals to clients in a clear and professional manner.
- Participate in training and development programs to enhance product knowledge and sales skills.
Qualifications
- Minimum of 2 years of experience in sales, preferably in banking, financial services, or insurance.
- Strong interpersonal and communication skills with a customer-centric approach.
- Proven track record of meeting or exceeding sales targets.
- Basic understanding of financial products such as investments, insurance, and retirement planning.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in CRM software and Microsoft Office Suite.
- Relevant certifications (e.g., CFP, ChFC) are a plus but not required.
- Fluency in English; additional languages are an advantage.