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 financial advisory 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 financial protection, conducting needs assessments, and providing personalized recommendations to meet their long-term goals. With AIA’s strong brand reputation and comprehensive training programs, you’ll have the tools and support to excel in this dynamic field.
Bali’s thriving expat and local communities offer an ideal environment for professionals seeking growth, work-life balance, and the chance to make a meaningful impact. Whether you’re an experienced advisor or new to the industry, AIA provides competitive compensation, career development, and the flexibility to thrive in one of Indonesia’s most sought-after locations.
Responsibility
- Develop and maintain strong relationships with banking partners to promote AIA’s bancassurance products.
- Conduct financial needs analyses for clients to identify suitable insurance and investment solutions.
- Educate customers on the benefits of life insurance, health coverage, and wealth management products.
- Achieve monthly and quarterly sales targets while ensuring compliance with regulatory and company policies.
- Provide exceptional customer service, addressing inquiries and resolving concerns promptly.
- Stay updated on industry trends, product updates, and competitive offerings to deliver informed advice.
- Collaborate with cross-functional teams to streamline processes and enhance client satisfaction.
- Document and maintain accurate records of client interactions, sales, and follow-ups.
Qualifications
- Minimum Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Proven experience in sales, banking, or financial advisory (preferred but not mandatory; training provided).
- Strong communication and interpersonal skills with the ability to build trust with clients.
- Self-motivated, target-driven, and capable of working independently or in a team.
- Familiarity with insurance products, bancassurance models, or financial planning is a plus.
- Fluency in English and Indonesian (additional languages are advantageous).
- Willingness to travel within assigned regions in Bali.
- Possess or willing to obtain relevant insurance licensing as required by Indonesian regulations.