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 banks and financial institutions. Your expertise in client engagement, financial advisory, and relationship management will be key to delivering exceptional service and achieving sales targets.
This role offers a competitive salary, professional development, and the chance to work in one of the most dynamic markets in Southeast Asia. If you are a motivated, results-driven professional with a passion for sales and finance, we want to hear from you!
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 excellent 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 design and implement sales strategies and promotional campaigns.
- 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 bancassurance, insurance, or financial services.
- Strong communication, negotiation, and interpersonal skills.
- Proven track record of meeting or exceeding sales targets.
- Familiarity with bancassurance products, insurance policies, and financial planning.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in MS Office and CRM software.
- Willingness to travel within assigned regions in Bali.