Deskripsi Pekerjaan
Join Sun Life as a Bancassurance Advisor and become a key player in our financial services team. This exciting opportunity allows you to leverage your sales skills while helping clients secure their financial future through bancassurance solutions.
As a Bancassurance Advisor based in Pluit, Jakarta Utara, you'll work at the intersection of banking and insurance, providing tailored financial products to bank customers. You'll be responsible for building strong relationships with clients, understanding their financial needs, and recommending appropriate insurance and investment solutions.
Sun Life offers a supportive environment with comprehensive training programs, competitive compensation, and clear career progression paths. If you're a motivated sales professional with a passion for helping others achieve financial security, this is the perfect opportunity to advance your career while making a meaningful impact on people's lives.
Our company culture values integrity, teamwork, and continuous learning. We provide ongoing support and resources to help you succeed in your role and achieve your professional goals.
Tanggung Jawab
- Develop and maintain strong relationships with bank clients to understand their financial needs and goals
- Promote and sell bancassurance products, including life insurance, health insurance, and investment solutions
- Conduct thorough financial needs analysis for clients and recommend appropriate products
- Achieve and exceed monthly sales targets and key performance indicators
- Stay updated on product knowledge, industry trends, and regulatory requirements
- Prepare and submit accurate sales documentation and reports
- Participate in regular training sessions and team meetings
- Maintain high standards of customer service and ethical sales practices
Kualifikasi
- Minimum Bachelor's degree in any field, preferably in Business, Finance, Economics, or Marketing
- 1-3 years of sales experience, preferably in insurance, banking, or financial services
- Strong communication and interpersonal skills with the ability to build rapport
- Results-oriented with proven track record in meeting sales targets
- Good understanding of financial products and insurance concepts
- Proficient in English and Bahasa Indonesia
- Valid certification in insurance or financial planning (preferred)
- Ability to work independently and as part of a team