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 key locations across Bali, including Canggu, Ubud, and Denpasar, you will be part of a team dedicated to delivering exceptional service and driving business growth.
As a Bancassurance Sales Executive, you will leverage your sales expertise to build strong relationships with clients, understand their financial needs, and provide them with the best possible solutions. This role is ideal for individuals who are passionate about sales, customer service, and financial planning. With a competitive salary range of ₱20,000 – ₱25,000 per month, this position offers both financial rewards and professional growth opportunities.
If you are a motivated and results-driven professional with a background in sales and a desire to make a difference in people's lives, we invite you to apply and become part of our successful team.
Responsibility
- Develop and maintain strong relationships with clients to understand their financial needs and provide tailored insurance and investment solutions.
- Achieve and exceed sales targets by effectively promoting bancassurance products and services.
- Conduct financial needs analysis and present suitable products to meet client requirements.
- Collaborate with bank partners to identify potential clients and generate leads.
- Provide excellent customer service and ensure client satisfaction through regular follow-ups and support.
- Stay updated on industry trends, product knowledge, and regulatory changes to provide accurate and relevant advice.
- Prepare and submit sales reports and documentation in a timely manner.
- Participate in training and development programs to enhance sales skills and product knowledge.
Qualifications
- Bachelor's degree in any field.
- At least 1 year of experience in sales, preferably in the financial services or insurance industry.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Results-driven with a proven track record of achieving sales targets.
- Excellent customer service and negotiation skills.
- Willingness to travel and work in various locations across Bali.
- Proficiency in using CRM software and Microsoft Office applications.