Deskripsi Pekerjaan
We are looking for a results-driven Bank Insurance Specialist to join the People Profilers team. This is an excellent opportunity for a motivated professional to excel in a competitive environment that offers a competitive base salary and attractive sales incentives.
As a Bank Insurance Specialist, you will be at the forefront of our financial services, helping clients secure their future through tailored insurance solutions. You will manage client relationships, conduct financial needs analysis, and drive revenue growth by selling a diverse range of insurance products. We pride ourselves on a supportive culture that values dedication, integrity, and professional growth.
If you possess a strong sales aptitude and a passion for helping others, we encourage you to apply and become a key part of our success story.
Tanggung Jawab
- Identify and pursue new sales opportunities to expand the client base within the assigned territory.
- Conduct thorough needs analysis to recommend appropriate insurance policies and financial products to clients.
- Build and maintain long-term relationships with existing clients to ensure retention and foster cross-selling.
- Prepare and present detailed proposals, policy documents, and premium quotes to clients.
- Meet and exceed monthly sales targets and performance KPIs set by the management.
- Stay updated on industry trends, regulatory changes, and new product offerings to provide expert advice.
- Collaborate with the underwriting team to process applications and ensure smooth policy issuance.
Kualifikasi
- Degree in Finance, Banking, Business Administration, or a related field.
- Minimum of 2 years of experience in insurance sales or a similar role within the financial services sector.
- Strong interpersonal and communication skills with the ability to build rapport quickly.
- Proven track record of achieving and exceeding sales targets.
- Self-motivated, resilient, and able to work well under pressure in a target-oriented environment.
- Valid professional sales certification or insurance licenses are highly preferred.
- Proficiency in using CRM software and Microsoft Office Suite.