job description
Join Sun Life Grepa Financial as a Bancassurance Sales Officer in the vibrant regions of Bali! This is an exciting opportunity to build a rewarding career in financial services while helping clients secure their future through tailored insurance and investment solutions.
As a Bancassurance Sales Officer, you will play a pivotal role in driving sales growth by leveraging partnerships with banking institutions. Your mission will be to educate clients on the benefits of bancassurance products, provide expert financial advice, and deliver exceptional customer service to foster long-term relationships.
This role is perfect for dynamic, results-driven professionals who thrive in a fast-paced environment and are passionate about financial empowerment. With competitive compensation, career development opportunities, and the chance to work in one of the world’s most sought-after destinations, this position offers both professional and personal fulfillment.
Responsibility
- Develop and maintain strong relationships with banking partners to promote bancassurance products.
- Conduct financial needs assessments for clients and recommend suitable insurance and investment solutions.
- Achieve and exceed monthly, quarterly, and annual sales targets.
- Provide exceptional customer service, ensuring client satisfaction and retention.
- Stay updated on industry trends, product offerings, and regulatory changes.
- Collaborate with the marketing team to create and execute sales strategies.
- Prepare and present sales reports, tracking performance metrics and KPIs.
- Participate in training programs to enhance product knowledge and sales techniques.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Proven sales experience, preferably in financial services, insurance, or banking.
- Strong communication, negotiation, and interpersonal skills.
- Ability to work independently and as part of a team in a target-driven environment.
- Proficiency in MS Office and CRM software.
- Willingness to travel within assigned regions in Bali.
- Valid insurance or financial advisory license (or willingness to obtain one).
- Passion for helping clients achieve financial security and growth.