Remote Financial Advisor - Growth & Insurance Planning

Pt Axa Mandiri Financial Services; Jayapura; Remote; IDR 180,000,000 - 360,000,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship management

Financial planning

Investments

Regulatory compliance

Communication

Remote work

Education

Bachelor's degree in Finance/Business/Economics

CFP

Series 7/66

Tools

CRM software

Financial planning software

Job description

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.