job description
Join AXA as a Wealth Protection Specialist and empower individuals and families to secure their financial future. In this dynamic role, you will provide tailored insurance and financial solutions, helping clients navigate life's uncertainties with confidence. Based in the vibrant regions of Bali, you'll work in a collaborative environment, leveraging your expertise to deliver exceptional service and build lasting relationships.
As a trusted advisor, you will assess clients' financial needs, recommend suitable protection plans, and guide them toward long-term financial stability. This position offers a competitive salary, professional growth opportunities, and the chance to make a meaningful impact in people's lives.
If you are passionate about finance, sales, and helping others, this is your opportunity to thrive in a rewarding career with a global leader in insurance and wealth management.
Responsibility
- Conduct financial needs assessments to identify clients' protection and investment goals.
- Recommend and customize insurance and financial products tailored to individual client needs.
- Build and maintain strong client relationships through proactive communication and follow-ups.
- Achieve sales targets by effectively promoting AXA's wealth protection solutions.
- Stay updated on industry trends, product knowledge, and regulatory changes.
- Collaborate with team members to enhance client satisfaction and business growth.
- Provide exceptional customer service, ensuring clients understand their financial plans.
- Participate in training and development programs to enhance professional skills.
Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Proven experience in sales, insurance, or financial advisory roles.
- Strong interpersonal and communication skills to engage with diverse clients.
- Ability to analyze financial data and recommend suitable solutions.
- Self-motivated with a results-driven approach to achieving targets.
- Professional certification (e.g., insurance license) is a plus.
- Familiarity with CRM tools and sales software.
- Willingness to work in a fast-paced, client-focused environment.