job description
Join AIA, a global leader in life insurance and financial services, as a Bancassurance Life Consultant in the vibrant and fast-growing market of Bali. 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 work closely with banking partners to identify customer needs, provide expert financial advice, and promote AIA’s world-class life insurance and investment products. With Bali’s booming economy and increasing demand for financial planning, this role offers exceptional growth potential, competitive compensation, and the chance to make a meaningful impact in people’s lives.
Whether you’re based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, you’ll benefit from AIA’s comprehensive training programs, industry-leading support, and a collaborative work environment. If you’re a motivated, customer-focused professional with a passion for sales and financial services, we want to hear from you!
Responsibility
- Develop and maintain strong relationships with banking partners to identify and engage potential clients.
- Conduct financial needs assessments and recommend tailored life insurance and investment solutions.
- Achieve and exceed monthly and quarterly sales targets for bancassurance products.
- Provide exceptional customer service, ensuring clients fully understand their policy benefits and options.
- Stay updated on AIA’s product portfolio, market trends, and regulatory changes in the insurance industry.
- Collaborate with bank staff to organize and participate in promotional events and financial literacy workshops.
- Maintain accurate records of client interactions, sales activities, and policy details in CRM systems.
- Follow up with clients to address inquiries, process claims, and ensure long-term satisfaction.
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 a customer-centric approach.
- Familiarity with life insurance products, financial planning, and regulatory compliance in Indonesia.
- Self-motivated, target-driven, and able to work independently as well as in a team.
- Willingness to travel within assigned areas (Canggu, Ubud, Denpasar, etc.) to meet clients and banking partners.
- Possession of or willingness to obtain relevant insurance certifications (e.g., AAJI, OJK).
- Proficiency in English and Bahasa Indonesia (written and verbal).