job description
Join Sun Life Grepa Financial as a Bancassurance Sales Executive in the vibrant heart of Bali! This is your opportunity to build a rewarding career in financial services while enjoying the island’s dynamic lifestyle. As a key player in our team, you will drive the growth of our bancassurance portfolio by delivering tailored financial solutions to clients through our banking partners.
We are seeking a motivated and results-driven professional to leverage their sales expertise in promoting life insurance, investment products, and wealth management solutions. With Bali’s booming expat and local market, this role offers unparalleled potential for career advancement and financial success.
At Sun Life Grepa, we empower our employees with comprehensive training, competitive compensation, and a collaborative work environment. If you are passionate about helping clients secure their financial future and thrive in a fast-paced sales role, we want to hear from you!
Responsibility
- Develop and maintain strong relationships with banking partners to drive bancassurance product sales.
- Conduct financial needs analysis for clients and recommend suitable insurance and investment products.
- Achieve and exceed monthly, quarterly, and annual sales targets.
- Provide exceptional customer service, ensuring client satisfaction and long-term retention.
- Stay updated on industry trends, product knowledge, and regulatory changes in financial services.
- Collaborate with cross-functional teams to design and implement effective sales strategies.
- Prepare and present sales reports, tracking performance metrics and market feedback.
- Participate in training programs to enhance product knowledge and sales techniques.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Minimum of 1 year of experience in sales, preferably in financial services, insurance, or bancassurance.
- Proven track record of meeting or exceeding sales targets.
- Excellent communication, negotiation, and interpersonal skills.
- Strong understanding of financial products, including life insurance and investment solutions.
- Self-motivated with a proactive approach to client acquisition and relationship management.
- Ability to work independently and as part of a team in a fast-paced environment.
- Fluency in English; proficiency in Indonesian is a plus.