job description
Join AXA as a Wealth Protection Specialist and empower individuals and families in Bali to secure their financial future. In this dynamic role, you will provide expert guidance on tailored insurance and investment solutions, helping clients build resilience against lifeâs uncertainties while optimizing their long-term wealth.
As a trusted advisor, you will leverage your deep understanding of financial productsâsuch as life insurance, health coverage, and retirement planningâto craft personalized strategies that align with each clientâs unique goals. Your mission is to educate, advise, and deliver peace of mind, ensuring clients can navigate lifeâs challenges with confidence.
This is an exceptional opportunity for results-driven professionals who thrive in client-facing roles, possess strong analytical skills, and are passionate about making a tangible impact on peopleâs lives. With AXAâs global reputation for excellence and innovation, youâll have access to cutting-edge tools, comprehensive training, and a supportive network to help you succeed.
Responsibility
- Conduct in-depth financial needs assessments to identify clientsâ protection gaps and wealth-building opportunities.
- Design and present customized insurance and investment solutions tailored to individual, family, or business needs.
- Build and maintain long-term client relationships through proactive follow-ups, reviews, and exceptional service.
- Educate clients on the benefits of various financial products, including life, health, and critical illness insurance.
- Collaborate with cross-functional teams to ensure seamless policy issuance, claims processing, and client onboarding.
- Stay updated on industry trends, regulatory changes, and AXAâs product portfolio to provide accurate, compliant advice.
- Achieve and exceed sales targets by effectively managing a pipeline of prospects and converting leads into loyal clients.
- Leverage digital tools and CRM systems to track client interactions, document recommendations, and streamline workflows.
Qualifications
- Bachelorâs degree in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, ChFC) are a plus.
- Proven experience in financial advisory, insurance sales, or wealth management, with a track record of meeting or exceeding targets.
- Strong interpersonal and communication skills, with the ability to explain complex financial concepts in simple, relatable terms.
- Self-motivated and goal-oriented, with a passion for helping others achieve financial security.
- Proficiency in Microsoft Office and CRM software; familiarity with financial planning tools is advantageous.
- High ethical standards and commitment to compliance with industry regulations and company policies.
- Ability to work independently and as part of a team in a fast-paced, client-centric environment.
- Fluency in English; additional language skills (e.g., Indonesian, Mandarin) are a bonus.