Financial Advisor: Insurance Planning & Client Growth

Pt Axa Mandiri Financial Services; Jayapura; Teletrabalho; IDR 180 000 000 - 360 000 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive commission structure

Health, dental, and vision insurance

Fully remote work arrangement

Digital tools for client management

Ongoing training and professional dev

Mentorship from senior advisors

Resumo da oferta

Pt Axa Mandiri Financial Services seeks a Remote Financial Advisor to deliver comprehensive financial planning and investment advisory services online. You will build and manage client relationships, understand goals, and guide clients toward financial security from anywhere.

The role focuses on wealth protection, retirement planning, and investment strategies through insurance products, with strong emphasis on regulatory compliance and client-centric service.

Qualificações

• Bachelor's degree in Finance, Business, Economics or related field; CFP and/or Series 7/66 desirable.
• Minimum of 3 years as a Financial Advisor or similar client-facing financial services role.
• Proven track record of managing client relationships and meeting sales targets.
• Strong knowledge of investment products, financial planning strategies, and regulatory compliance.
• Excellent communication, interpersonal and active listening skills.
• Self-motivated and able to work autonomously in a remote setting.

Responsabilidades

• Develop personalized financial plans including retirement planning, investment management, and estate planning strategies.
• Build and maintain long-term client relationships.
• Conduct regular client reviews to track progress and adjust strategies.
• Provide expert advice on investments, risk management, and wealth preservation.
• Ensure compliance with regulatory requirements and firm policies.
• Utilize CRM and planning software to manage client interactions and track progress.

Conhecimentos

Client relationship management

Financial planning

Investments

Regulatory compliance

Communication

Remote work

Formação académica

Bachelor's degree in Finance/Business/Economics

CFP

Series 7/66

Ferramentas

CRM software

Financial planning software

Descrição da oferta de emprego

Remote Financial Advisor

Our client, a leading wealth management firm, is seeking a client-focused and results-oriented Remote Financial Advisor. This fully remote position allows you to build and manage client relationships from anywhere, providing comprehensive financial planning and investment advisory services. You will be responsible for understanding clients' financial goals, developing personalized strategies, and guiding them towards achieving financial security and growth. This is an ideal opportunity for an experienced advisor looking to leverage technology and operate in a flexible, remote work environment, serving a diverse clientele across different regions while upholding the firm's commitment to excellence and client success.

About the Role

Our client, a leading financial services firm specializing in insurance, is seeking a dedicated and client-centric Financial Advisor to join their team in Palembang. This role focuses on providing expert financial guidance and recommending tailored insurance solutions to meet individual client needs. You will be responsible for building and managing a portfolio of clients, offering personalized advice on wealth protection, retirement planning, and investment strategies through insurance products. The position requires strong analytical skills, a comprehensive understanding of financial markets and insurance products, and exceptional interpersonal abilities. This role is office-based to foster direct client engagement and collaboration within a supportive team environment. We are looking for a motivated professional who is passionate about helping clients achieve their financial goals. Your expertise will be crucial in navigating complex financial landscapes and delivering high-value advice. This is an excellent opportunity to establish a successful career in financial advisory, with opportunities for growth and professional development within a reputable organization. Building trust and rapport with clients is paramount to success in this role.

Key Responsibilities

• Develop personalized financial plans, including retirement planning, investment management, and estate planning strategies.


• Build and maintain strong, long-term relationships with a portfolio of clients.


• Conduct regular client reviews to assess progress towards financial goals and adjust strategies as needed.


• Provide expert advice on investment products, risk management, and wealth preservation.


• Ensure compliance with all regulatory requirements and firm policies.


• Utilize CRM and financial planning software to manage client interactions and track progress effectively.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field; relevant certifications (e.g., CFP, Series 7/66) are required.


• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial services role.


• Proven track record of successfully managing client relationships and achieving sales targets.


• Strong knowledge of investment products, financial planning strategies, and regulatory compliance.


• Excellent communication, interpersonal, and active listening skills.


• Self-motivated and disciplined, with the ability to work autonomously in a remote setting.

Benefits

• Competitive commission structure with uncapped earning potential.


• Comprehensive benefits package, including health, dental, and vision insurance.


• Fully remote work arrangement with significant flexibility.


• Access to robust digital tools and resources for client management and planning.


• Ongoing training and professional development opportunities.


• Supportive team environment and mentorship from senior advisors.