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Sales 🏢 Full Time ⭐️ Terverifikasi

Financial Advisor - Batam (Tanjungpinang, Karimun, Bintan, Kota Batam)

AXA Mandiri
Batam, Kepulauan Riau
Estimasi Gaji
Rp 8.000.000 – Rp 15.000.000
Terbaru
Live Update
13 Juli 2026
Batas Akhir
13 Jul 2027

Deskripsi Pekerjaan

Join AXA Mandiri as a Financial Advisor and become a trusted financial partner for clients across Batam, Tanjungpinang, Karimun, Bintan, and Kota Batam. In this dynamic role, you'll analyze clients' financial situations, develop customized solutions, and market insurance products that align with their long-term goals. Leverage AXA's global expertise and comprehensive training to build meaningful client relationships while achieving personal and professional growth. This position offers uncapped earning potential, continuous professional development, and the opportunity to make a tangible impact on people's financial security. Ideal for motivated individuals with strong interpersonal skills and a passion for financial planning.

Tanggung Jawab

  • Analyze clients' financial needs and risk profiles to develop tailored insurance solutions
  • Market and sell AXA's comprehensive range of insurance products including life, health, and investment-linked plans
  • Build and maintain strong client relationships through regular consultations and proactive service
  • Stay updated on industry regulations and product innovations to provide accurate advice
  • Collaborate with internal teams to ensure seamless client onboarding and service delivery
  • Meet monthly sales targets while maintaining high ethical standards
  • Conduct financial literacy workshops to educate the community

Kualifikasi

  • Bachelor's degree in Finance, Economics, Business, or related field (or equivalent experience)
  • Minimum 2 years of experience in sales or financial services
  • Strong communication and presentation skills with ability to build rapport
  • Valid insurance certification (e.g., CIP, LIA, or equivalent)
  • Goal-oriented mindset with proven sales achievement track record
  • Proficiency in CRM software and digital sales tools
  • Fluency in Bahasa Indonesia and English

Keahlian yang Dibutuhkan

Financial Planning Insurance Sales Client Relationship Management Risk Assessment Sales Target Achievement Financial Analysis CRM Systems

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