job description
Join Sun Life as a Bancassurance Advisor and play a pivotal role in expanding our market presence through strategic partnerships in Bali's thriving financial sector. This is a unique opportunity to drive business growth by leveraging bancassurance channels to deliver tailored insurance solutions to clients. You will collaborate with banking partners to identify opportunities, build relationships, and ensure seamless integration of Sun Life's products into their service offerings.
As a Bancassurance Advisor, you will be at the forefront of financial advisory, helping clients secure their future while achieving your professional goals in a dynamic and rewarding environment. Sun Life offers competitive compensation, comprehensive training, and a clear career progression path for high-performing individuals.
If you are a motivated sales professional with a passion for financial services and a knack for building partnerships, we invite you to apply and become part of a team that values innovation, integrity, and customer-centric solutions.
Responsibility
- Develop and execute strategic marketing plans to promote Sun Life's insurance products through bancassurance partnerships.
- Build and maintain strong relationships with banking partners to drive product integration and sales.
- Conduct training sessions and workshops for bank staff to enhance their understanding of Sun Life's products and sales techniques.
- Identify and pursue new business opportunities within the bancassurance channel to expand market reach.
- Provide expert financial advice and tailored insurance solutions to bank customers based on their needs.
- Monitor sales performance and prepare regular reports on key metrics, trends, and areas for improvement.
- Ensure compliance with regulatory requirements and company policies in all sales and advisory activities.
- Collaborate with internal teams to optimize product offerings and customer experience.
Qualifications
- Bachelor's degree in Business, Finance, Marketing, or a related field.
- Minimum of 2 years of experience in sales, financial advisory, or bancassurance.
- Proven track record of achieving sales targets and building successful partnerships.
- Strong communication, negotiation, and interpersonal skills.
- Knowledge of insurance products, financial planning, and bancassurance operations.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office and CRM software.
- Fluency in English and Bahasa Indonesia; additional languages are a plus.