job description
Join AIA, a global leader in life insurance and financial services, as a Bancassurance Life Consultant in the vibrant regions of Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung). This is a unique opportunity to build a rewarding career in the financial services sector while helping clients secure their future through tailored insurance solutions.
As a Bancassurance Life Consultant, you will collaborate with banking partners to deliver AIA’s world-class insurance products to a diverse clientele. Your role will involve educating customers on the benefits of life insurance, 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 financial success.
AIA is committed to fostering a supportive and dynamic work environment, offering competitive compensation, comprehensive training, and career advancement opportunities. If you are a motivated, customer-focused professional with a passion for sales and financial advisory, we invite you to apply and become part of our mission to help people live healthier, longer, and better lives.
Responsibility
- Develop and maintain strong relationships with banking partners to promote AIA’s bancassurance products.
- Conduct financial needs analyses for clients and recommend suitable life insurance and investment solutions.
- Achieve and exceed monthly and quarterly sales targets through proactive client engagement and follow-ups.
- Provide exceptional customer service by addressing inquiries, resolving concerns, and ensuring client satisfaction.
- Stay updated on AIA’s product portfolio, industry trends, and regulatory changes to deliver accurate and compliant advice.
- Organize and participate in sales campaigns, workshops, and client meetings to expand the customer base.
- Prepare and submit accurate sales reports, documentation, and compliance records in a timely manner.
- Collaborate with the team to share best practices, market insights, and strategies for improving sales performance.
Qualifications
- Minimum Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Proven experience in sales, banking, or financial advisory (preferably in bancassurance or insurance).
- Strong communication, negotiation, and interpersonal skills with the ability to build trust with clients.
- Self-motivated, target-driven, and able to work independently as well as in a team.
- Familiarity with life insurance products, financial planning, and regulatory requirements in Indonesia.
- Proficiency in English and Indonesian (additional languages are a plus).
- Willingness to travel within Bali and occasionally to other regions for client meetings and training.
- Possession of or willingness to obtain relevant insurance certifications (e.g., AAJI).