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 tailored insurance and financial solutions to help clients mitigate risks, protect their assets, and achieve long-term financial stability.
As a trusted advisor, you will assess clients’ unique needs, recommend comprehensive protection plans, and deliver exceptional service to build lasting relationships. This is an exciting opportunity for results-driven professionals with a passion for finance, sales, and client success to thrive in a supportive, high-growth environment.
At AXA, we foster a culture of innovation, integrity, and excellence. Whether you’re advising expatriates, local entrepreneurs, or families, your expertise will make a tangible difference in their lives while advancing your career in the financial services industry.
Responsibility
- Conduct financial needs analyses to identify clients’ protection gaps and recommend suitable insurance products.
- Develop and present customized wealth protection strategies, including life, health, and investment-linked insurance solutions.
- Build and maintain a strong client portfolio through proactive outreach, networking, and referrals.
- Stay updated on industry trends, regulatory changes, and AXA’s product offerings to provide accurate advice.
- Collaborate with cross-functional teams to ensure seamless policy issuance, claims processing, and client onboarding.
- Achieve and exceed monthly/quarterly sales targets while maintaining high client satisfaction.
- Educate clients on risk management, financial planning, and the benefits of long-term protection.
- Leverage CRM tools to track client interactions, follow-ups, and sales pipelines efficiently.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent experience).
- Minimum 2 years of experience in sales, financial advisory, or insurance (preferably in wealth management).
- Strong communication, negotiation, and interpersonal skills to engage diverse clients.
- Proven ability to meet and exceed sales targets in a competitive environment.
- Familiarity with insurance products, financial planning tools, and regulatory compliance.
- Self-motivated with a client-centric mindset and a commitment to ethical practices.
- Proficiency in English (additional local language skills are a plus).
- Willingness to travel within Bali to meet clients and attend industry events.