Deskripsi Pekerjaan
Join Dana Purna Investama as an Inbound Financial Advisor and become a trusted financial guide for clients across Jabodetabek. We're seeking dynamic professionals to leverage inbound opportunities and deliver tailored insurance solutions that empower clients' financial futures. With a robust WFO system, you'll collaborate with industry experts while enjoying competitive compensation and clear career progression paths. Ideal for individuals passionate about transforming financial challenges into growth opportunities.
Our comprehensive training program ensures you master product knowledge and consultative sales techniques. You'll work in a supportive environment where your contributions directly impact client success and organizational growth. This role combines strategic financial planning with relationship buildingâperfect for advisors who thrive on turning inquiries into lasting partnerships.
Tanggung Jawab
- Manage inbound client inquiries regarding insurance products and financial solutions
- Conduct thorough financial needs analysis to recommend customized insurance plans
- Achieve monthly sales targets while maintaining compliance with regulatory standards
- Build and nurture long-term client relationships through proactive follow-up
- Collaborate with cross-functional teams to optimize service delivery
- Continuously update knowledge on industry regulations and product innovations
- Maintain accurate client records and transaction documentation
Kualifikasi
- Minimum Bachelor's degree in Finance, Economics, or related field
- 1+ years of experience in insurance, banking, or financial services
- Exceptional communication and persuasive presentation skills
- Strong analytical abilities for financial planning and risk assessment
- Proven track record of meeting sales targets
- Proficiency with CRM software and digital sales tools
- Valid S-1 certification or equivalent professional qualification