job description
Join AXA, a global leader in insurance and wealth management, as a Wealth Protection Specialist in the vibrant and growing market of Bali, Indonesia. In this dynamic role, you will help individuals and families secure their financial futures through tailored insurance solutions and financial advisory services. Baliâs thriving expat and local communities present a unique opportunity to make a meaningful impact while advancing your career in a supportive and innovative environment.
As a Wealth Protection Specialist, you will work closely with clients to understand their financial goals, assess their risk profiles, and recommend customized protection plans that align with their needs. This role is perfect for individuals with a passion for sales, financial literacy, and building long-term client relationships. Youâll benefit from AXAâs world-class training programs, competitive compensation, and a collaborative culture that values growth and excellence.
Bali offers an unparalleled lifestyle, blending professional opportunities with a tropical paradise. Whether youâre based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, youâll enjoy a work-life balance thatâs second to none. If youâre driven, results-oriented, and eager to thrive in a fast-paced yet rewarding industry, we want to hear from you!
Ready to take the next step in your career? Send your resume to [email protected] and letâs discuss how you can grow with AXA.
Responsibility
- Conduct comprehensive financial needs analyses for clients to identify their wealth protection requirements.
- Develop and present customized insurance and financial solutions tailored to client goals and risk profiles.
- Build and maintain strong, long-term relationships with clients through regular follow-ups and exceptional service.
- Achieve and exceed monthly sales targets by leveraging AXAâs product portfolio and market opportunities.
- Stay updated on industry trends, regulatory changes, and AXAâs product offerings to provide accurate and relevant advice.
- Collaborate with AXAâs internal teams to ensure seamless client onboarding and policy management.
- Participate in community events, seminars, and networking opportunities to expand your client base and brand presence.
- Provide ongoing financial education to clients, helping them make informed decisions about their wealth protection.
Qualifications
- Proven experience in sales, financial services, or insurance (prior experience in wealth protection or financial advisory is a plus).
- Strong interpersonal and communication skills, with the ability to build trust and rapport with diverse clients.
- Self-motivated, results-driven, and comfortable working in a target-oriented environment.
- Basic understanding of financial products, insurance policies, or investment principles.
- Ability to work independently while collaborating effectively with team members and stakeholders.
- Fluency in English; proficiency in Bahasa Indonesia or other languages is an advantage.
- Willingness to undergo AXAâs training and certification programs to enhance product knowledge and sales skills.
- Adaptability to thrive in a dynamic, fast-paced environment with a passion for continuous learning.