job description
Join Sun Life as a Bancassurance Sales Advisor in the vibrant heart of Bali! This is your opportunity to drive financial security and growth by connecting clients with life-changing insurance solutions through our trusted banking partners.
In this dynamic role, you will lead, motivate, and support a high-performing bancassurance team to exceed sales targets for life insurance products. Your expertise in relationship-building and financial advisory will empower clients to make informed decisions, ensuring long-term protection for their families and businesses.
Based in Bali’s most sought-after locations—Cangcu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung—you’ll work in a collaborative environment with access to cutting-edge training, competitive compensation, and unparalleled career growth in the insurance and financial services industry.
If you’re a results-driven professional with a passion for sales and client success, Sun Life offers the platform to thrive. Apply today and be part of a mission to help Indonesians achieve lifetime financial security!
Responsibility
- Lead and mentor a bancassurance team to achieve and exceed monthly/quarterly sales targets for life insurance products.
- Develop and execute strategic sales plans in collaboration with bank partners to maximize product penetration.
- Conduct financial needs assessments for clients and recommend tailored insurance solutions.
- Build and maintain strong relationships with bank staff, branch managers, and key stakeholders to drive referrals and conversions.
- Organize and lead client engagement activities, including seminars, workshops, and one-on-one consultations.
- Monitor team performance, provide coaching, and implement incentive programs to boost productivity.
- Ensure compliance with regulatory requirements and company policies in all sales and advisory activities.
- Stay updated on industry trends, product updates, and competitive offerings to provide expert advice.
Qualifications
- Minimum Diploma or Bachelor’s degree in Business, Finance, Marketing, or related fields.
- Proven track record of 2+ years in sales, preferably in bancassurance, insurance, or financial services.
- Strong leadership and team management skills with a results-oriented mindset.
- Excellent communication, negotiation, and interpersonal abilities in English and Bahasa Indonesia.
- Deep understanding of life insurance products and banking operations.
- Self-motivated, target-driven, and capable of working in a fast-paced environment.
- Willingness to travel within assigned regions (Bali) and possess a valid driver’s license.
- Certification in insurance (e.g., AAJI) is a plus.