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.
Based in the vibrant region of Badung (covering Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, and Kuta), youâll work in a fast-paced, client-centric environment where your financial acumen and consultative skills will drive impactful outcomes. Whether advising on life insurance, retirement planning, or asset protection, youâll play a pivotal role in delivering peace of mind through strategic financial planning.
This is an exceptional opportunity for results-driven professionals to grow within a global leader in insurance and wealth management, while contributing to the financial well-being of Baliâs diverse community.
Responsibility
- Conduct in-depth financial needs analyses to identify clientsâ protection gaps and wealth-building opportunities.
- Design and present customized insurance and investment solutions tailored to individual client profiles.
- Build and maintain long-term relationships with clients through trust, transparency, and proactive follow-ups.
- Stay updated on market trends, regulatory changes, and AXAâs product portfolio to provide accurate, compliant advice.
- Achieve and exceed sales targets by effectively communicating the value of wealth protection products.
- Collaborate with cross-functional teams to ensure seamless client onboarding and policy management.
- Educate clients on risk management strategies, including life, health, and critical illness coverage.
- Leverage digital tools and CRM systems to track client interactions and streamline advisory processes.
Qualifications
- Bachelorâs degree in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, ChFC) are a plus.
- Minimum 2 years of experience in financial advisory, insurance sales, or wealth management.
- Proven track record of meeting or exceeding sales targets in a client-facing role.
- Strong interpersonal and communication skills, with the ability to simplify complex financial concepts.
- Familiarity with Indonesian financial regulations and insurance products.
- Self-motivated, goal-oriented, and comfortable working in a commission-based structure.
- Proficiency in English and Bahasa Indonesia; additional languages are advantageous.
- Tech-savvy with experience using financial planning software or CRM tools.