job description
Join Sun Life Grepa Financial, Inc. as a Bancassurance Sales Executive and embark on a rewarding career in Bali’s thriving financial services sector. This is an urgent hiring opportunity for dynamic professionals passionate about helping clients secure their financial future through tailored insurance and investment solutions.
As a key player in our team, you will collaborate with leading banks to deliver customer-centric financial advice, driving sales growth while building long-term client relationships. Bali’s expat-friendly environment and booming tourism industry make it an ideal location to expand your network and excel in a high-demand role.
We offer competitive compensation, comprehensive training, and career advancement opportunities in a supportive, results-driven culture. If you thrive in fast-paced settings and have a knack for consultative selling, this role is your gateway to professional success in paradise.
Responsibility
- Develop and maintain strong relationships with bank partners to promote Sun Life Grepa’s bancassurance products.
- Conduct financial needs analyses for clients and recommend tailored insurance and investment solutions.
- Achieve monthly and quarterly sales targets through proactive client engagement and follow-ups.
- Organize and lead financial literacy workshops or one-on-one consultations for bank customers.
- Ensure compliance with regulatory requirements and company policies in all sales activities.
- Collaborate with the marketing team to create localized campaigns for Bali’s diverse clientele.
- Provide exceptional after-sales service to enhance client satisfaction and retention.
- Stay updated on industry trends, product updates, and competitive offerings.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent experience).
- Minimum 1-2 years of experience in sales, banking, or financial advisory (bancassurance experience is a plus).
- Strong communication and negotiation skills in English; proficiency in Indonesian or other languages is advantageous.
- Proven track record of meeting or exceeding sales targets in a competitive environment.
- Customer-oriented mindset with the ability to build trust and rapport quickly.
- Self-motivated, resilient, and comfortable working in a target-driven role.
- Willingness to travel within Bali and adapt to flexible working hours as needed.
- Licensed or willing to obtain relevant insurance/financial advisory certifications.