job description
Join Sun Life Grepa Financial, Inc. as a Bancassurance Sales Executive and embark on a rewarding career in the dynamic financial services industry. This is an urgent hiring opportunity for motivated professionals in Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung) to drive sales growth, build client relationships, and deliver tailored insurance solutions through our banking partners.
As a key player in our team, you will leverage your sales expertise to promote life insurance and investment products, ensuring financial security for clients while achieving business targets. This role offers a competitive salary, career advancement, and the chance to make a meaningful impact in the lives of individuals and families.
If you are a results-driven individual with a passion for sales and customer service, we invite you to apply and become part of a leading financial institution committed to excellence and innovation.
Responsibility
- Develop and maintain strong relationships with banking partners to drive bancassurance product sales.
- Conduct client needs analysis and recommend suitable insurance and investment solutions.
- Achieve monthly and quarterly sales targets through proactive prospecting and follow-ups.
- Provide exceptional customer service, addressing inquiries and resolving concerns promptly.
- Stay updated on industry trends, product knowledge, and regulatory changes to ensure compliance.
- Collaborate with the marketing team to execute promotional campaigns and sales strategies.
- Prepare and submit accurate sales reports and documentation in a timely manner.
- 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 2 years of experience in sales, preferably in financial services or insurance.
- Strong communication, negotiation, and interpersonal skills.
- Proven track record of meeting or exceeding sales targets.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in MS Office and CRM software is a plus.
- Willingness to travel within assigned territories in Bali.
- Licensed insurance agent or willingness to obtain certification.