Financial Advisor - Kalimantan

AXA Mandiri · 📍 Kalimantan Timur · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
Rp 3.200.000 – Rp 4.800.000 per month
AXA Mandiri is seeking a talented and experienced Financial Advisor to join our team in Kalimantan Timur. The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their financial goals. This is an exciting opportunity to be part of a leading insurance company and make a significant impact in the community.

📋 Tanggung Jawab Pekerjaan

Provide financial advice and guidance to clients to help them achieve their financial goals.,Assess clients' financial needs and develop personalized financial plans.,Recommend suitable insurance and investment products to clients.,Monitor clients' financial performance and provide regular updates.,Build and maintain strong relationships with clients.,Stay up-to-date with industry trends and regulations.,Conduct financial literacy workshops and seminars for clients.,Manage and grow the financial advisor's portfolio.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, or a related field.,Minimum of 3 years of experience in financial advising or a related field.,Professional certification such as CFA, CFP, or equivalent is a plus.,Strong knowledge of insurance and investment products.,Excellent communication and interpersonal skills.,Ability to work independently and as part of a team.,Fluency in Indonesian and English is required.,Proven track record of achieving sales targets.

🛠️ Keahlian

Financial planningInsurance and investment products knowledgeClient relationship managementSales and negotiation skillsFinancial literacyIndustry knowledge and trendsTime managementTeamwork and collaboration
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