job description
Join Equity Life Indonesia as a Bancassurance Relationship Manager and play a pivotal role in driving strategic partnerships between our leading life insurance solutions and Bank BPD Bali. This high-impact position is based in Bali’s key business hubs (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung) and offers a unique opportunity to shape the future of bancassurance in one of Indonesia’s most dynamic markets.
As a Bancassurance Relationship Manager, you will be the bridge between Equity Life Indonesia and Bank BPD Bali, leveraging your expertise in sales, relationship management, and financial services to expand our insurance product distribution. Your mission will be to develop and nurture long-term partnerships, ensure seamless collaboration, and exceed sales targets through innovative strategies tailored to the Balinese market.
This role is ideal for results-driven professionals with a passion for client engagement, business development, and financial advisory. If you thrive in a fast-paced environment and are eager to contribute to a growing industry, this is your chance to make a lasting impact.
Responsibility
- Develop and maintain strategic partnerships with Bank BPD Bali branches across Bali to drive bancassurance product sales.
- Achieve and exceed monthly/quarterly sales targets for life insurance products distributed through bank channels.
- Conduct regular training and coaching for bank staff to enhance their understanding of insurance products and sales techniques.
- Collaborate with internal teams (underwriting, marketing, product development) to tailor solutions that meet the needs of Bank BPD Bali’s customer base.
- Monitor market trends, competitor activities, and customer feedback to refine sales strategies and improve product offerings.
- Prepare and present performance reports, sales forecasts, and partnership evaluations to senior management.
- Ensure compliance with regulatory requirements and company policies in all bancassurance activities.
- Build and sustain strong relationships with key stakeholders at Bank BPD Bali, including branch managers and frontline staff.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field; a master’s degree is a plus.
- Minimum 3 years of experience in bancassurance, insurance sales, or banking, with a proven track record in relationship management.
- Strong understanding of life insurance products, banking operations, and regulatory frameworks in Indonesia.
- Excellent communication, negotiation, and presentation skills in both English and Bahasa Indonesia.
- Proven ability to meet and exceed sales targets in a competitive environment.
- Self-motivated, results-oriented, and capable of working independently with minimal supervision.
- Proficiency in MS Office (Excel, PowerPoint) and CRM tools for reporting and analysis.
- Willingness to travel frequently across Bali to engage with bank partners and clients.