Deskripsi Pekerjaan
Join AXA Mandiri as a Financial Advisor and become a trusted partner in helping clients achieve their financial dreams. In this dynamic role, you'll leverage your expertise to create personalized financial solutions that protect families, secure futures, and build lasting wealth. Our comprehensive training program will equip you with industry-leading knowledge in insurance products, investment strategies, and retirement planning. You'll develop deep client relationships through consultative selling, financial needs analysis, and ongoing portfolio management. AXA Mandiri provides a supportive environment with competitive commission structures, career advancement pathways, and access to cutting-edge digital tools. Whether you're advising individuals, families, or businesses, you'll make tangible impact while growing your professional network and earning potential.
Tanggung Jawab
- Develop personalized financial plans for clients based on their goals and risk profiles
- Market and sell AXA's insurance and investment products with integrity and expertise
- Conduct comprehensive financial needs analysis for individuals and families
- Build and maintain strong client relationships through regular consultations
- Stay updated on industry regulations and product innovations
- Collaborate with internal teams to ensure seamless client service delivery
- Achieve monthly sales targets while maintaining high client satisfaction standards
Kualifikasi
- Bachelor's degree in Finance, Economics, Business, or related field
- Minimum 1-2 years of sales or customer service experience
- Strong communication and interpersonal skills with consultative approach
- Proven ability to build trust and rapport with diverse client groups
- Basic understanding of financial products and insurance principles
- Goal-oriented mindset with ability to work independently
- Valid Sertifikasi Kompetensi Penasihat Keuangan (SKPK) preferred
- Proficiency in digital tools and CRM systems