Introduction
We are seeking a dynamic Financial Advisor (FA) to serve customers across the entire Sulawesi region and the Maluku Islands. The successful candidate will be stationed at a Bank Mandiri branch and will work closely with AXA Mandiri to provide comprehensive financial planning and insurance solutions. This role combines client‑focused consulting, product marketing, and post‑sale service, offering a unique opportunity to grow a career in Indonesia’s vibrant financial services sector.
Responsibilities
- Conduct thorough financial needs analyses for individual and corporate clients, identifying gaps and recommending suitable insurance and investment products.
- Develop and present customized financial plans that align with clients’ short‑term goals and long‑term wealth‑building strategies.
- Promote a portfolio of AXA Mandiri insurance products, ensuring compliance with regulatory standards and internal sales guidelines.
- Manage the end‑to‑end sales cycle, from prospecting and relationship building to closing deals and processing applications.
- Provide dedicated support for policy claims, handling inquiries, coordinating with underwriting teams, and resolving complaints efficiently.
- Maintain accurate records in the CRM system, tracking client interactions, policy status, and follow‑up actions.
- Stay updated on market trends, product enhancements, and competitor offerings to deliver informed advice.
- Participate in regular training sessions and professional development programs to continuously improve product knowledge and advisory skills.
- Collaborate with branch management and other financial advisors to achieve regional sales targets and contribute to overall branch performance.
Requirements
- Minimum education: D3/D4 or S1 in Finance, Business Administration, Economics, or a related field.
- At least 2 years of proven experience in the financial services industry, preferably in insurance or banking.
- Strong communication and interpersonal skills with the ability to build trust and rapport with diverse client segments.
- Demonstrated sales acumen and a results‑oriented mindset; ability to meet or exceed performance targets.
- Professional appearance and a commitment to upholding the brand image of AXA Mandiri and Bank Mandiri.
- Proficiency in Microsoft Office and familiarity with CRM tools; basic digital literacy is essential.
- Flexibility to travel across Sulawesi and Maluku for client meetings and branch events.
- Gender: open to all genders; age limit up to 38 years.
- Key soft skills: problem‑solving, empathy, time management, and the ability to handle complex client queries with patience.
Benefits
- Competitive monthly salary with performance‑based commissions.
- Clear career progression path and opportunities for promotion within the regional network.
- Comprehensive health insurance coverage and BPJS Ketenagakerjaan.
- Monthly allowance and additional incentives for achieving sales targets.
- Provision of a brand‑new tablet to support mobile client interactions and reporting.
- Access to ongoing training programs, certifications, and mentorship from senior financial professionals.
- Standard work schedule: Monday – Friday, 08:00 – 17:00, with paid leave in accordance with Indonesian labor law.
About Company
AXA Mandiri is a joint venture between AXA Group, a global leader in insurance, and Bank Mandiri, one of Indonesia’s largest banking institutions. The partnership combines AXA’s extensive product suite and risk‑management expertise with Bank Mandiri’s deep local market presence and trusted brand. Together, they deliver tailored financial solutions that protect families, support businesses, and drive economic growth across the archipelago. Joining this team means becoming part of a forward‑looking organization that values integrity, innovation, and customer‑centric service.
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