job description
Join Manulife as a Bancassurance Sales Consultant in the vibrant Surabaya area and help clients secure their financial future through tailored insurance solutions. This role offers a unique opportunity to work closely with banking partners, leveraging their existing customer base to provide expert financial advice and insurance products.
You’ll be equipped with the tools you need to succeed, including a company-provided laptop and comprehensive online and offline training to ensure you’re fully prepared before engaging with clients. With a competitive salary range of IDR 5M–7M per month, this position is ideal for driven professionals passionate about sales, customer service, and financial planning.
As part of a globally recognized insurance leader, you’ll enjoy a dynamic work environment, career growth opportunities, and the satisfaction of making a real difference in people’s lives. Whether you’re an experienced sales professional or looking to transition into the financial services sector, this role offers the support and resources to thrive.
Responsibility
- Develop and maintain strong relationships with banking partners to identify and engage potential clients.
- Provide personalized insurance consultations to bank customers, assessing their needs and recommending suitable Manulife products.
- Follow up with existing bank clients to ensure satisfaction, address concerns, and explore upsell or cross-sell opportunities.
- Achieve and exceed monthly and quarterly sales targets for bancassurance products.
- Stay updated on Manulife’s product portfolio, industry trends, and regulatory changes to provide accurate advice.
- Collaborate with bank staff to organize and participate in promotional events, workshops, or financial literacy sessions.
- Document all client interactions, sales activities, and policy details in the company’s CRM system.
- Adhere to compliance and ethical standards in all sales and advisory activities.
Qualifications
- Minimum Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Proven experience in sales, customer service, or financial advisory (preferably in insurance or banking).
- Strong communication and interpersonal skills with the ability to build trust and rapport with clients.
- Goal-oriented mindset with a track record of meeting or exceeding sales targets.
- Familiarity with bancassurance models and insurance products is a plus.
- Willingness to undergo training and obtain necessary certifications (e.g., AAJI or OJK licenses).
- Proficiency in Microsoft Office and CRM software; tech-savvy with quick learning ability.
- Ability to work independently and as part of a team in a fast-paced environment.