job description
Join Sun Life as a Bancassurance Advisor Executive in beautiful Bali! This is your opportunity to build a rewarding career in financial services while helping clients secure their future. As a trusted advisor, you will collaborate with banking partners to provide tailored insurance solutions, ensuring financial protection and peace of mind for individuals and families.
Based in vibrant locations like Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, you’ll enjoy a dynamic work environment with competitive compensation, professional growth, and the chance to make a real impact in the community.
If you have a passion for sales, excellent communication skills, and a drive to succeed, we want to hear from you! Apply today and take the first step toward a fulfilling career with a global leader in insurance and financial services.
Responsibility
- Develop and maintain strong relationships with banking partners to promote Sun Life’s insurance products.
- Provide personalized financial advice and insurance solutions to bank customers based on their needs.
- Achieve and exceed sales targets through effective lead generation and client engagement strategies.
- Conduct product presentations and financial planning sessions for individuals and groups.
- Ensure compliance with regulatory requirements and company policies in all sales activities.
- Collaborate with internal teams to streamline processes and enhance customer experience.
- Stay updated on industry trends, product knowledge, and market developments.
- Maintain accurate records of client interactions and sales activities in the company’s CRM system.
Qualifications
- Minimum 1-2 years of experience in bancassurance, insurance sales, or financial advisory roles.
- Strong interpersonal and communication skills with a customer-centric approach.
- Proven track record of meeting or exceeding sales targets in a competitive environment.
- Knowledge of insurance products, financial planning, and regulatory compliance in Indonesia.
- Ability to work independently and as part of a team in a fast-paced setting.
- Proficiency in using CRM software and Microsoft Office tools.
- Valid insurance or financial advisory certification is a plus.
- Fluency in English and Bahasa Indonesia; additional local languages are an advantage.