job description
Join AXA as a Wealth Protection Specialist and embark on a rewarding career in the dynamic field of financial services. This role offers a unique opportunity to help clients safeguard their financial future while advancing your own professional growth. With a clear career path leading to positions such as Senior Financial Advisor or Risk Management Consultant, you'll be part of a global leader in insurance and asset management, committed to empowering individuals and businesses to achieve financial security.
Based in the vibrant regions of Bali, including Canggu, Ubud, Denpasar, and more, you'll work in a supportive environment that values innovation, integrity, and client-centric solutions. Whether you're advising on insurance products, retirement planning, or risk management strategies, your expertise will make a tangible difference in the lives of your clients.
At AXA, we invest in our employees' success through comprehensive training, mentorship programs, and a collaborative culture. If you're passionate about finance, driven by results, and eager to build long-term client relationships, this is your chance to thrive in a role that combines purpose with professional excellence.
Responsibility
- Provide personalized financial advice to clients, focusing on wealth protection, insurance solutions, and risk management strategies.
- Conduct thorough financial needs analyses to identify clients' goals and recommend tailored products from AXA's portfolio.
- Build and maintain strong, trust-based relationships with clients through regular follow-ups and proactive communication.
- Educate clients on the benefits of various insurance and investment products, ensuring they make informed decisions.
- Collaborate with cross-functional teams, including underwriters and customer service, to deliver seamless client experiences.
- Stay updated on industry trends, regulatory changes, and AXA's product offerings to provide accurate and compliant advice.
- Achieve and exceed sales targets while adhering to ethical standards and company policies.
- Participate in training and development programs to enhance product knowledge and sales techniques.
Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Proven experience in sales, financial advisory, or customer service roles, preferably in the insurance or banking sector.
- Strong interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
- Results-driven mindset with a track record of meeting or exceeding sales targets.
- High ethical standards and a commitment to acting in the best interests of clients.
- Proficiency in using CRM software and Microsoft Office tools.
- Willingness to obtain relevant certifications (e.g., insurance licensing) if not already held.
- Fluency in English; additional languages, particularly Indonesian, are a plus.