job description
Join Sun Life Grepa Financial as a Bancassurance Sales Executive and embark on a rewarding career in Bali’s thriving financial services sector. This role offers a unique opportunity to combine your sales expertise with financial advisory, helping clients secure their future through tailored insurance and investment solutions.
As a key player in our team, you will collaborate with banking partners to promote and sell bancassurance products, ensuring clients receive personalized financial planning that meets their long-term goals. With a competitive salary, professional growth opportunities, and the chance to work in one of the world’s most dynamic locations, this position is ideal for ambitious professionals passionate about finance and client success.
Whether you’re based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, you’ll enjoy a supportive work environment, flexible schedules, and the satisfaction of making a tangible impact on clients’ financial well-being.
Responsibility
- Develop and maintain strong relationships with banking partners to drive bancassurance product sales.
- Conduct financial needs assessments for clients and recommend suitable insurance and investment solutions.
- Achieve monthly and quarterly sales targets through proactive client engagement and follow-ups.
- Provide exceptional customer service, addressing inquiries and resolving concerns promptly.
- Stay updated on industry trends, product offerings, and regulatory changes to ensure compliance and competitive advantage.
- Organize and participate in client meetings, seminars, and financial planning workshops.
- Prepare and present sales reports, tracking performance metrics and identifying areas for improvement.
- Collaborate with cross-functional teams to enhance product offerings and client satisfaction.
Qualifications
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field (or equivalent experience).
- Minimum 1 year of experience in sales, banking, financial advisory, or insurance.
- Proven track record of meeting or exceeding sales targets in a client-facing role.
- Strong communication, negotiation, and interpersonal skills.
- Familiarity with bancassurance products, life insurance, and investment planning is a plus.
- Self-motivated, results-driven, and able to work independently with minimal supervision.
- Proficiency in English (written and verbal); knowledge of Indonesian is advantageous.
- Willingness to travel within Bali and adapt to flexible working hours.