job description
Join AXA as a Wealth Protection Specialist and play a pivotal role in helping clients secure their financial future. Based in the vibrant regions of Bali, you will work closely with individuals and families to provide tailored insurance and investment solutions. This is an exciting opportunity to build a rewarding career in financial services while making a meaningful impact on people's lives.
At AXA, we believe in empowering our team with the tools, training, and support needed to succeed. If you are passionate about finance, sales, and customer service, we invite you to apply and grow with us.
Why AXA?
- Competitive salary and performance-based incentives.
- Comprehensive training and career development programs.
- Opportunity to work in a dynamic and supportive environment.
- Access to a global network of financial experts.
Ready to take the next step in your career? Send your resume to [email protected] and let’s talk!
Responsibility
- Conduct financial needs analysis to identify client requirements and recommend suitable wealth protection solutions.
- Build and maintain strong relationships with clients to ensure long-term satisfaction and retention.
- Achieve sales targets by promoting AXA’s insurance and investment products.
- Provide expert advice on risk management, retirement planning, and estate planning.
- Collaborate with internal teams to ensure seamless service delivery and client support.
- Stay updated on industry trends, regulatory changes, and product offerings.
- Participate in training and development programs to enhance professional skills.
- Prepare and present financial reports and proposals to clients.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Proven experience in sales, financial advisory, or customer service roles.
- Strong communication and interpersonal skills.
- Ability to analyze financial data and provide strategic recommendations.
- Self-motivated with a results-driven approach.
- Proficiency in using financial software and tools.
- Willingness to obtain relevant certifications (e.g., insurance licensing).
- Fluency in English; additional languages are a plus.