job description
Join Sun Life Indonesia as a Bancassurance Advisor Executive in Bali and play a pivotal role in expanding our market reach through strategic bancassurance partnerships. This dynamic position offers the opportunity to drive financial solutions to a broad client base by leveraging banking channels, ensuring long-term growth and customer satisfaction.
As a key member of our team, you will collaborate with banking partners to promote Sun Life’s insurance and investment products, tailoring solutions to meet the unique needs of clients. Your expertise in relationship management and financial advisory will be instrumental in achieving sales targets while delivering exceptional service.
Bali’s thriving financial sector and Sun Life’s reputation for excellence create an ideal environment for career advancement. If you are a results-driven professional with a passion for financial services, this role offers competitive compensation, professional development, and the chance to make a meaningful impact in the bancassurance industry.
Responsibility
- Develop and execute strategic marketing plans to promote Sun Life’s bancassurance products through banking partnerships in Bali.
- Build and maintain strong relationships with bank managers, staff, and key stakeholders to drive product adoption.
- Conduct financial needs assessments for clients and recommend tailored insurance and investment solutions.
- Achieve monthly and quarterly sales targets by identifying and converting high-potential leads.
- Provide training and support to bank staff on Sun Life’s products, features, and benefits.
- Monitor market trends and competitor activities to refine sales strategies and maintain a competitive edge.
- Ensure compliance with regulatory requirements and company policies in all bancassurance operations.
- Prepare and present regular performance reports to management, highlighting achievements and areas for improvement.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Minimum of 2 years of experience in bancassurance, financial advisory, or sales within the banking/insurance sector.
- Proven track record of meeting or exceeding sales targets in a competitive environment.
- Strong communication, negotiation, and interpersonal skills to engage with clients and partners effectively.
- In-depth knowledge of insurance products, financial planning, and regulatory frameworks in Indonesia.
- Ability to work independently and as part of a team in a fast-paced, target-driven environment.
- Proficiency in Microsoft Office and CRM tools for sales tracking and reporting.
- Fluency in English and Bahasa Indonesia; additional local languages (e.g., Balinese) are a plus.