job description
Join Sun Life as a Bancassurance Advisor in the vibrant and growing financial services sector of Bali. This is a unique opportunity to build a rewarding career in insurance and banking while helping clients secure their financial future. As a trusted advisor, you will work closely with banking partners to deliver tailored insurance solutions, ensuring clients receive the protection and peace of mind they deserve.
Bali’s dynamic market offers immense potential for professionals who are passionate about sales, customer service, and financial planning. Whether you're based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, you’ll have the chance to grow your network, develop your expertise, and achieve exceptional career growth with one of the leading life insurance providers in Indonesia.
If you are a motivated, results-driven individual ready to make an immediate impact, we invite you to apply. Immediate joiners are highly preferred, as we are looking for candidates who can hit the ground running and contribute to our mission of helping families and businesses thrive financially.
Responsibility
- Develop and maintain strong relationships with banking partners to promote Sun Life’s bancassurance products.
- Provide personalized financial advice and insurance solutions to bank customers based on their needs and goals.
- Achieve and exceed monthly and quarterly sales targets for insurance policies and financial products.
- Conduct one-on-one consultations with clients to assess their financial situations and recommend suitable insurance plans.
- Stay updated on industry trends, product offerings, and regulatory changes to ensure compliance and competitive advantage.
- Prepare and present reports on sales performance, client feedback, and market opportunities to management.
- Collaborate with cross-functional teams, including marketing and underwriting, to enhance product visibility and customer satisfaction.
- Participate in training programs and workshops to continuously improve product knowledge and sales techniques.
Qualifications
- Minimum Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Proven experience in sales, banking, or insurance 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 bancassurance models.
- Goal-oriented mindset with a track record of meeting or exceeding sales targets.
- Fluency in English and Bahasa Indonesia; additional local languages are a plus.
- Willingness to travel within assigned regions in Bali to meet clients and banking partners.
- Immediate availability to join and contribute to the team’s success.