Deskripsi Pekerjaan
Are you a passionate finance professional looking to elevate your career? Dana Purna Investama is seeking a highly motivated and client-focused Inbound Financial Advisor to join our dynamic team in Bali. In this role, you will act as a key point of contact for our clients, providing expert guidance on insurance products, investment strategies, and financial protection plans.
As an Inbound Financial Advisor, you will leverage your communication skills to educate clients on our financial solutions, ensuring they make informed decisions that secure their future. We are looking for an individual who thrives in a fast-paced environment, possesses a deep understanding of financial services, and is dedicated to delivering world-class client satisfaction.
If you have a knack for building relationships and a strong drive for achieving performance targets, we want to hear from you. Join us at Dana Purna Investama and take the next step in your professional journey.
Tanggung Jawab
- Handle inbound inquiries from potential and existing clients regarding insurance and financial products.
- Provide comprehensive financial consultations to assess client needs and recommend suitable solutions.
- Build and maintain long-term professional relationships with clients to ensure retention and satisfaction.
- Educate clients on the features, benefits, and risks associated with various investment and insurance options.
- Process applications, documentation, and policy updates accurately and in a timely manner.
- Meet and exceed monthly individual and team performance KPIs regarding sales and client service.
- Stay up-to-date with current market trends, financial regulations, and industry-specific knowledge.
Kualifikasi
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Minimum 1-2 years of experience in financial services, banking, or the insurance industry.
- Excellent verbal and written communication skills with a client-centric mindset.
- Strong interpersonal and negotiation skills, with the ability to influence and persuade.
- Highly organized with the ability to manage multiple client inquiries simultaneously.
- Proficiency in Microsoft Office Suite and CRM software for tracking client interactions.
- Strong analytical skills with an eye for detail and data accuracy.
- Professional appearance and a positive, solution-oriented attitude.