Deskripsi Pekerjaan
Are you a motivated professional looking to make a significant impact on people's financial futures? AXA Mandiri is seeking a dedicated Financial Advisor to join our expanding team. In this pivotal role, you will work at the heart of the banking sector, utilizing the extensive network and resources of Bank Mandiri to provide comprehensive financial planning and wealth management solutions to clients across the Greater Jakarta area.
As a Financial Advisor, you will act as a trusted partner, helping individuals and families secure their financial goals through insurance and investment products. We offer a competitive environment where your success directly correlates to your performance, supported by top-tier training and a robust product portfolio. If you possess a sales-driven mindset and a passion for building long-term relationships, this is the opportunity to advance your career with a market leader.
Tanggung Jawab
- Analyze clients' financial situations and goals to recommend tailored insurance and investment solutions.
- Build and maintain a robust portfolio of clients by providing exceptional service and regular follow-ups.
- Conduct financial needs analysis and present product presentations effectively.
- Drive sales targets through proactive prospecting and networking within the Bank Mandiri branch network.
- Stay updated on market trends, financial products, and regulatory changes to ensure compliance.
- Cross-sell and up-sell AXA Mandiri products to maximize client value.
- Organize and attend branch activities, seminars, and community events to generate leads.
Kualifikasi
- Minimum Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Proven track record in sales, preferably in financial services, banking, or insurance.
- Strong interpersonal and communication skills with the ability to influence and persuade.
- Valid Driver's License (SIM A) and willingness to travel to client locations.
- High integrity, professionalism, and a strong desire to achieve targets.
- Familiarity with banking products and customer relationship management is a plus.