job description
Join Sun Life Grepa Financial as a Bancassurance Sales Executive and embark on a rewarding career in the dynamic financial services industry. This role offers a unique opportunity to leverage your sales expertise while making a tangible impact on clients’ financial well-being. Based in the vibrant regions of Bali, you’ll collaborate with leading banking partners to deliver tailored insurance solutions that meet diverse customer needs.
As a key player in our expansion, you’ll enjoy competitive compensation, professional growth, and the chance to work in a supportive, results-driven environment. Whether you’re an experienced sales professional or a motivated graduate, this role provides the tools and training to excel in bancassurance.
At Sun Life Grepa, we value innovation, integrity, and customer-centricity. If you’re passionate about building long-term client relationships and driving business growth, we’d love to hear from you.
Responsibility
- Develop and maintain strong relationships with banking partners to promote bancassurance products.
- Identify and engage potential clients through proactive outreach and consultative sales approaches.
- Conduct financial needs assessments to recommend suitable insurance and investment solutions.
- Achieve and exceed monthly/quarterly sales targets while ensuring compliance with regulatory standards.
- Provide exceptional customer service, addressing inquiries and resolving concerns promptly.
- Stay updated on industry trends, product offerings, and competitive landscape to enhance sales strategies.
- Collaborate with internal teams to streamline processes and improve client onboarding experiences.
- Prepare and present sales reports, tracking performance metrics and identifying areas for improvement.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent experience).
- Minimum 1 year of experience in sales, banking, insurance, or financial services.
- Proven track record of meeting or exceeding sales targets in a competitive environment.
- Excellent communication, negotiation, and interpersonal skills.
- Strong understanding of financial products, particularly insurance and investment solutions.
- Self-motivated with the ability to work independently and as part of a team.
- Proficiency in CRM tools and Microsoft Office Suite.
- Willingness to travel within assigned regions as needed.