job description
Join Sun Life Indonesia, a leading global financial services provider headquartered in Canada, as a Bancassurance Advisor in the vibrant regions of Bali. This is a unique opportunity to build a rewarding career in financial advisory while helping clients secure their future through tailored insurance and investment solutions.
As a Bancassurance Advisor, you will collaborate with banking partners to deliver Sun Life’s world-class financial products to a diverse clientele. Your role will involve educating customers on insurance plans, assessing their financial needs, and providing personalized recommendations to ensure long-term financial security. With Bali’s growing expat and local market, this position offers immense potential for professional growth and impact.
Sun Life is committed to fostering a supportive and dynamic work environment where your expertise and dedication are valued. Whether you’re an experienced advisor or new to the industry, we provide comprehensive training, competitive compensation, and the tools you need to succeed.
Responsibility
- Develop and maintain strong relationships with banking partners to promote Sun Life’s bancassurance products.
- Conduct financial needs assessments for clients and recommend suitable insurance and investment solutions.
- Educate clients on the benefits and features of various financial products, including life insurance, health insurance, and wealth management plans.
- Achieve and exceed monthly and quarterly sales targets through proactive client engagement and follow-ups.
- Stay updated on industry trends, regulatory changes, and Sun Life’s product offerings to provide accurate and compliant advice.
- Prepare and present financial proposals, ensuring clarity and alignment with clients’ goals.
- Collaborate with the sales and marketing teams to organize client workshops, seminars, and promotional events.
- Maintain accurate records of client interactions, sales activities, and policy details in the company’s CRM system.
Qualifications
- Minimum Diploma or Bachelor’s degree in Finance, Business, Economics, or a related field.
- Proven experience in sales, financial advisory, or bancassurance is a plus, but fresh graduates with strong communication skills are encouraged to apply.
- Excellent interpersonal and negotiation skills with the ability to build trust and rapport with clients.
- Strong understanding of financial products, insurance policies, and investment strategies.
- Fluency in English and Indonesian; additional languages are a plus for serving Bali’s diverse expat community.
- Self-motivated, target-driven, and able to work independently as well as part of a team.
- Willingness to travel within assigned regions (Canggu, Ubud, Denpasar, etc.) to meet clients and banking partners.
- Certification in insurance or financial planning (e.g., AAJI, CFP) is advantageous but not mandatory.