Deskripsi Pekerjaan
Are you a dynamic sales professional looking to accelerate your career with a global insurance leader? Sun Life Indonesia is seeking a highly motivated Bancassurance Advisor Executive to join our team in Jakarta Utara. In this pivotal role, you will act as a bridge between our prestigious banking partners and clients, providing tailored financial protection and investment solutions that make a real difference in people's lives.
As a Bancassurance Advisor, you will leverage your relationship-building skills to identify client needs and present Sun Life’s comprehensive product portfolio. You will be supported by a robust training program, cutting-edge digital sales tools, and a collaborative environment designed to help you exceed your professional goals. If you are passionate about financial planning, customer success, and driving business growth, we want to hear from you.
Tanggung Jawab
- Develop and execute effective sales strategies to achieve individual and branch performance targets.
- Build and maintain strong relationships with bank partners and branch staff to ensure smooth lead generation.
- Provide expert financial consulting to clients, identifying their protection, savings, and investment needs.
- Conduct regular product presentations and financial literacy workshops for prospective and existing customers.
- Monitor and analyze market trends to provide competitive insights to the branch management team.
- Ensure all sales documentation and application processes comply with regulatory standards and company policies.
- Maintain a high level of customer satisfaction through proactive follow-ups and service excellence.
Kualifikasi
- Bachelor’s degree from a reputable university in any field.
- Minimum 1-2 years of professional experience in sales, banking, or the insurance industry.
- Strong interpersonal and negotiation skills with a proven track record in meeting sales targets.
- Excellent communication skills in Bahasa Indonesia; English proficiency is a plus.
- High level of integrity, professional appearance, and a customer-centric mindset.
- Ability to work independently as well as collaboratively within a fast-paced banking environment.
- Proficiency in basic office software (Microsoft Office/Google Workspace).