job description
Join Public Bank as a Bancassurance Sales Consultant and embark on a rewarding career in the financial services sector. This role offers a unique opportunity to build meaningful relationships with clients while promoting a diverse range of bancassurance products. Based in the vibrant locations of Bali, you will enjoy a competitive salary, attractive commission structure, and performance-based bonuses.
As a Bancassurance Sales Consultant, you will play a pivotal role in driving the bank's insurance and investment products, ensuring customers receive tailored financial solutions that meet their needs. This position is ideal for individuals who are passionate about sales, customer service, and financial planning. With comprehensive training and ongoing support, you will be equipped to excel in this dynamic and fast-paced environment.
Public Bank is committed to fostering a culture of excellence, integrity, and innovation. We offer a collaborative work environment, career growth opportunities, and a platform to make a real impact in the lives of our clients. If you are a motivated, results-driven professional looking to advance your career in bancassurance, we invite you to apply and become part of our successful team.
Responsibility
- Develop and maintain strong relationships with existing and potential clients to understand their financial needs and goals.
- Promote and sell a variety of bancassurance products, including life insurance, investment-linked policies, and other financial solutions.
- Provide personalized financial advice and recommendations to clients based on their individual circumstances.
- Achieve and exceed sales targets through effective prospecting, networking, and referral strategies.
- Conduct regular follow-ups with clients to ensure satisfaction and identify opportunities for upselling or cross-selling.
- Stay updated on industry trends, market conditions, and product knowledge to provide accurate and relevant information to clients.
- Collaborate with bank staff and other stakeholders to ensure seamless service delivery and customer experience.
- Maintain accurate records of client interactions, sales activities, and transactions in compliance with company policies and regulations.
Qualifications
- Minimum Diploma or Bachelor's degree in Business, Finance, Marketing, or a related field.
- Proven experience in sales, customer service, or financial services, with a strong track record of achieving targets.
- Excellent communication, interpersonal, and negotiation skills.
- Ability to build rapport and trust with clients, demonstrating empathy and professionalism.
- Self-motivated, results-oriented, and able to work independently as well as part of a team.
- Knowledge of bancassurance products, financial planning, and insurance regulations is an advantage.
- Willingness to undergo training and obtain relevant certifications as required.
- Proficiency in English and Bahasa Indonesia; additional languages are a plus.