job description
Join Sun Life Grepa Financial as a Bancassurance Sales Executive and embark on a rewarding career in the financial services industry. This role offers an exciting opportunity to work in a dynamic environment, helping clients secure their financial future through tailored insurance and investment solutions. Based in beautiful Bali, you will collaborate with banking partners to drive sales, build lasting relationships, and contribute to the growth of our business.
We are looking for motivated individuals with a passion for sales and customer service. If you have a knack for building relationships and a drive to succeed, this role is perfect for you. Enjoy competitive compensation, professional development opportunities, and the chance to make a real impact in the lives of our clients.
Responsibility
- Develop and maintain strong relationships with banking partners to promote bancassurance products.
- Conduct financial needs analysis for clients and recommend suitable insurance and investment solutions.
- Achieve monthly and quarterly sales targets through proactive client engagement and follow-ups.
- Provide excellent customer service, addressing client inquiries and resolving issues promptly.
- Stay updated on industry trends, product knowledge, and regulatory changes to ensure compliance.
- Collaborate with the sales team to implement effective sales strategies and campaigns.
- Prepare and present sales reports to management, highlighting key performance metrics.
- Participate in training programs to enhance product knowledge and sales skills.
Qualifications
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Minimum of 1 year of experience in sales, preferably in the financial services or insurance industry.
- Strong communication and interpersonal skills, with the ability to build rapport with clients.
- Proven track record of achieving sales targets and driving business growth.
- Knowledge of bancassurance products and financial planning is an advantage.
- Self-motivated, results-oriented, and able to work independently.
- Proficiency in Microsoft Office and CRM software.
- Willingness to travel within the assigned region as needed.