Deskripsi Pekerjaan
Join AXA Mandiri as a Financial Advisor and become the cornerstone of our clients' financial success. We're seeking passionate professionals who thrive in client-facing roles and possess deep expertise in financial planning. In this dynamic position, you'll craft personalized financial strategies that empower clients to achieve their life goals – from retirement planning to wealth management. AXA Mandiri provides comprehensive training and a supportive ecosystem to accelerate your career growth. Experience Bali's vibrant professional landscape while making tangible impact in people's financial lives. Our collaborative culture rewards innovation and client-centric solutions, offering unlimited earning potential through competitive commissions.
Tanggung Jawab
- Develop tailored financial plans for individual clients based on risk assessment and goals
- Build and maintain long-term client relationships through regular consultations
- Present and explain complex financial products including insurance, investments, and retirement plans
- Continuously monitor market trends to provide relevant financial advice
- Exceed sales targets while maintaining ethical standards and regulatory compliance
- Collaborate with cross-functional teams to enhance service delivery
- Document client interactions and maintain accurate financial records
Kualifikasi
- S1 degree in Finance, Economics, Business, or related field
- Minimum 2 years experience in sales or financial services
- Strong analytical skills with ability to interpret financial data
- Valid Indonesian Capital Market and Financial Institution Authority (OJK) license
- Excellent communication and presentation skills in Bahasa Indonesia
- Proven track record in achieving sales targets
- Proficiency in financial planning software and CRM systems
- Fluent in English (written and spoken)