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 provide expert guidance on wealth protection strategies, ensuring clients make informed decisions to safeguard their assets and loved ones.
At AXA, we believe in empowering individuals through tailored financial solutions. As a Wealth Protection Specialist, you will work closely with clients to assess their needs, recommend suitable insurance and investment products, and build long-term relationships based on trust and integrity.
If you are passionate about finance, possess strong interpersonal skills, and thrive in a dynamic environment, we invite you to apply. Send your resume to [email protected] and take the first step toward a rewarding career with a global leader in financial services.
Responsibility
- Conduct comprehensive financial needs analyses to identify clients' wealth protection requirements.
- Recommend and sell AXA's insurance and investment products tailored to individual client needs.
- Build and maintain strong client relationships through regular follow-ups and personalized service.
- Achieve and exceed sales targets while adhering to ethical and compliance standards.
- Stay updated on industry trends, product knowledge, and regulatory changes.
- Collaborate with team members to develop strategies for client acquisition and retention.
- Provide exceptional customer service, addressing inquiries and resolving issues promptly.
- 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, financial advisory, or insurance is a plus.
- Strong communication and negotiation skills.
- Ability to work independently and as part of a team.
- Customer-focused mindset with a passion for helping others.
- Proficiency in Microsoft Office and CRM tools.
- Willingness to travel within the assigned regions.
- Licenses or certifications in financial advisory or insurance are advantageous.