FINRA Licensed Financial Services Representative (Series 6, 7, or 26) - Bali, Indonesia

Join Cognizant as a FINRA Licensed Financial Services Representative in the vibrant and dynamic region of Bali, Indonesia. This is a unique opportunity for licensed professionals to leverage their expertise in financial services while enjoying the beautiful beaches and rich culture of Bali. Our team in Bali is growing, and we are looking for experienced professionals who can help us serve our clients better.

In this role, you will be responsible for providing financial services to clients, including advice on investment strategies, retirement planning, and insurance products. You will work closely with clients to understand their financial goals and develop personalized solutions. Our office in Bali offers a welcoming and supportive environment, with opportunities for professional growth and development.

Cognizant is a global leader in IT services and consulting, and our presence in Bali allows us to provide innovative solutions to clients in the Asia-Pacific region. We are committed to fostering a diverse and inclusive workplace, and we welcome candidates from all backgrounds who are passionate about financial services.

📋 Tanggung Jawab Pekerjaan

• Provide financial services to clients, including advice on investment strategies, retirement planning, and insurance products.
• Develop and maintain client relationships by understanding their financial goals and developing personalized solutions.
• Assist clients with the purchase and management of financial products, such as mutual funds, annuities, and life insurance.
• Stay up-to-date with industry trends and regulations, including FINRA rules and regulations.
• Monitor and report on client accounts, ensuring compliance with legal and regulatory requirements.
• Provide excellent customer service, with a focus on building trust and long-term relationships with clients.
• Collaborate with the sales and marketing teams to promote financial products and services.
• Participate in team meetings and training sessions to share best practices and learn from colleagues.

🎓 Kualifikasi & Syarat

• Hold a FINRA Series 6, Series 7, or Series 26 license.
• Have a minimum of 2 years of experience in financial services, with a focus on investment products, insurance, or retirement planning.
• Possess strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
• Have a deep understanding of financial products and services, including mutual funds, annuities, and life insurance.
• Be proficient in using financial software, such as Bloomberg Terminal, FactSet, or Morningstar.
• Have a bachelor's degree in finance, business, or a related field.
• Be fluent in English, with excellent written and verbal communication skills.
• Have a valid passport and be willing to relocate to Bali, Indonesia.

🛠️ Keahlian

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