job description
Join Sun Life Grepa Financial, Inc. as a Bancassurance Sales Officer and embark on a rewarding career in the financial services industry. This remote opportunity allows you to work from the vibrant locations of Bali, Indonesia, while contributing to one of the Philippines’ leading financial institutions.
As a Bancassurance Sales Officer, you will play a pivotal role in driving sales of insurance and financial products through our banking partners. Your mission will be to build strong client relationships, provide tailored financial solutions, and help individuals and families secure their future. With a competitive salary package, performance-based incentives, and comprehensive training, this role offers an excellent platform for professional growth in the dynamic world of bancassurance.
Sun Life Grepa is committed to fostering a culture of excellence, integrity, and customer-centricity. Whether you’re an experienced sales professional or looking to transition into financial services, this role provides the tools, support, and opportunities to thrive.
Responsibility
- Develop and maintain strong relationships with banking partners to drive bancassurance product sales.
- Conduct financial needs analysis for clients and recommend suitable insurance and investment products.
- Achieve monthly and quarterly sales targets through proactive client engagement and follow-ups.
- Provide exceptional customer service by addressing inquiries, resolving concerns, and ensuring client satisfaction.
- Stay updated on industry trends, product offerings, and regulatory changes to deliver accurate and compliant advice.
- Collaborate with the marketing team to execute promotional campaigns and sales initiatives.
- Prepare and submit sales reports, client documentation, and compliance records 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 (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.
- Proven ability to build and maintain client relationships.
- Goal-oriented with a track record of meeting or exceeding sales targets.
- Familiarity with bancassurance products and financial planning is a plus.
- Proficiency in Microsoft Office and CRM tools.
- Willingness to work remotely from Bali, Indonesia, with a stable internet connection.