job description
Join Sun Life Grepa Financial as a Bancassurance Sales Executive in the vibrant regions of Bali, Indonesia! This is a unique opportunity to build a rewarding career in the financial services industry while helping clients secure their future through tailored insurance and investment solutions.
As a Bancassurance Sales Executive, you will play a pivotal role in driving sales growth by leveraging partnerships with banking institutions. Your expertise in financial advisory and relationship management will empower clients to make informed decisions, ensuring long-term financial stability for them and their families.
This role is ideal for dynamic, results-driven professionals who thrive in a fast-paced environment. With competitive compensation, career development opportunities, and the chance to work with a leading financial services provider, this position offers both personal and professional growth.
Responsibility
- Develop and maintain strong relationships with banking partners to drive bancassurance product sales.
- Provide expert financial advisory services to clients, identifying their needs and recommending suitable insurance and investment products.
- Achieve and exceed monthly, quarterly, and annual sales targets through proactive client engagement.
- Conduct product presentations, workshops, and one-on-one consultations to educate clients on financial planning.
- Collaborate with internal teams to ensure seamless product delivery and client satisfaction.
- Stay updated on industry trends, regulatory changes, and competitive products to provide accurate and relevant advice.
- Prepare and submit regular sales reports, tracking performance metrics and client feedback.
- Uphold the highest standards of ethical conduct and compliance with company policies and regulations.
Qualifications
- Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
- Minimum of 1 year of experience in sales, financial advisory, or bancassurance.
- Proven track record of meeting or exceeding sales targets in a competitive environment.
- Excellent communication, negotiation, and interpersonal skills.
- Strong understanding of insurance products, investment options, and financial planning.
- Ability to work independently and as part of a team in a fast-paced setting.
- Proficiency in MS Office and CRM software is a plus.
- Willingness to travel within assigned regions in Bali as needed.