job description
Join AXA as a Wealth Protection Specialist and become a trusted advisor in helping clients secure their financial future. In this dynamic role, you will provide tailored insurance and investment solutions, ensuring peace of mind for individuals and families. Based in the vibrant regions of Bali, you will work in a collaborative environment, leveraging AXA’s global expertise to deliver exceptional service.
If you are passionate about finance, sales, and making a meaningful impact, this is your opportunity to grow with a leading global insurer. Apply today and take the first step toward a rewarding career in wealth protection.
Responsibility
- Conduct financial needs assessments to identify client goals and recommend suitable protection plans.
- Present and explain insurance and investment products to clients with clarity and professionalism.
- Build and maintain long-term relationships with clients through regular follow-ups and reviews.
- Achieve sales targets by proactively engaging with prospects and converting leads.
- Stay updated on industry trends, regulatory changes, and AXA’s product offerings.
- Collaborate with team members to share best practices and enhance client service standards.
- Ensure compliance with company policies and local financial regulations.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Proven experience in sales, financial advisory, or insurance (preferred but not required).
- Strong communication and interpersonal skills to engage diverse clients.
- Self-motivated with a results-driven approach to meeting targets.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in CRM tools and Microsoft Office Suite.
- Willingness to obtain relevant certifications (e.g., insurance licensing).