job description
Join Sun Life Grepa Financial, Inc. as a Bancassurance Sales Executive in the vibrant and dynamic region of Bali, Indonesia. This is an exciting 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 banks and financial institutions. Your mission will be to educate clients on the benefits of Sun Life’s diverse product portfolio, ensuring they make informed decisions to protect their financial well-being. With a strong emphasis on customer-centric service and ethical sales practices, this role offers unlimited earning potential, professional development, and the chance to make a meaningful impact in the lives of others.
Bali’s thriving expat and local business community provides a unique market for financial advisory services. Whether you’re engaging with high-net-worth individuals, young professionals, or families, your ability to build trust and deliver value will be key to your success. Sun Life Grepa Financial is committed to supporting your growth with comprehensive training, competitive compensation, and a collaborative work environment.
Responsibility
- Develop and maintain strong relationships with bank partners and clients to drive bancassurance sales.
- Conduct financial needs analysis to recommend suitable insurance and investment products tailored to client goals.
- Achieve and exceed monthly, quarterly, and annual sales targets through proactive outreach and consultative selling.
- Educate clients on the features, benefits, and terms of Sun Life’s bancassurance products, ensuring transparency and compliance.
- Collaborate with bank staff to identify potential leads and convert them into long-term policyholders.
- Stay updated on industry trends, regulatory changes, and product updates to provide accurate and relevant advice.
- Prepare and submit sales reports, client documentation, and compliance paperwork in a timely manner.
- Participate in training programs, sales meetings, and marketing initiatives to enhance performance and product knowledge.
Qualifications
- Bachelor’s degree in Business Administration, Finance, Marketing, or a related field (or equivalent work experience).
- Minimum of 1-2 years of experience in sales, preferably in financial services, insurance, or banking.
- Strong communication, negotiation, and interpersonal skills with a customer-focused mindset.
- Proven track record of meeting or exceeding sales targets in a competitive environment.
- Ability to work independently, manage time effectively, and thrive in a fast-paced, target-driven role.
- Familiarity with bancassurance models, insurance products, or financial advisory is a plus.
- Willingness to travel within Bali to meet clients and bank partners as needed.
- Professional demeanor, ethical conduct, and a passion for helping clients achieve financial security.