job description
Join Sun Life Grepa Financial as a Bancassurance Sales Officer 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 promote and sell life insurance products, ensuring clients receive the best protection and wealth management advice. This role offers a competitive salary, professional growth, and the chance to make a meaningful impact in a fast-paced, client-centric environment.
If you are a results-driven individual with excellent communication skills and a passion for sales, we want to hear from you. Apply now and take the first step toward a fulfilling career with a globally trusted financial institution.
Responsibility
- Develop and maintain strong relationships with bank 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, addressing inquiries and resolving concerns promptly.
- Stay updated on industry trends, product offerings, and regulatory changes to ensure compliance.
- Collaborate with the marketing team to create and execute promotional campaigns for bancassurance products.
- 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 1-2 years of experience in sales, preferably in financial services or insurance.
- Strong interpersonal and negotiation skills with a customer-focused approach.
- Proven track record of meeting or exceeding sales targets.
- Excellent communication skills in English (additional local language proficiency is a plus).
- Self-motivated, goal-oriented, and able to work independently or in a team.
- Willingness to travel within Bali to meet clients and bank partners as needed.
- Professional certification in insurance or finance (e.g., CIS, ChFC) is an advantage.