job description
Join IFG Life as a Bancassurance Specialist in the vibrant regions of Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung) and play a pivotal role in driving financial growth through strategic partnerships with leading banks. This is a unique opportunity to combine your sales expertise with financial advisory skills to deliver tailored insurance solutions to bank customers.
As a Bancassurance Specialist, you will be responsible for promoting and selling life insurance products through our bank partners, ensuring exceptional customer service while meeting and exceeding sales targets. Your role will involve building strong relationships with bank staff, conducting financial needs assessments, and providing expert guidance to clients to help them secure their financial future.
IFG Life is committed to fostering a dynamic and supportive work environment where your contributions are valued. With competitive compensation, professional development opportunities, and the chance to work in one of Indonesia’s most sought-after locations, this role offers both personal and career growth.
Responsibility
- Develop and maintain strong relationships with bank partners to maximize bancassurance sales opportunities.
- Conduct financial needs analyses for bank customers and recommend suitable insurance products.
- Achieve and exceed monthly, quarterly, and annual sales targets for bancassurance products.
- Provide exceptional customer service, addressing inquiries and resolving issues promptly.
- Collaborate with bank staff to identify potential clients and organize sales campaigns or promotions.
- Stay updated on insurance products, market trends, and regulatory changes to provide accurate information.
- Prepare and submit regular sales reports, tracking performance metrics and client feedback.
- Participate in training sessions and workshops to enhance product knowledge and sales techniques.
Qualifications
- Minimum Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Proven experience in sales, banking, or insurance, with a strong track record in achieving targets.
- Excellent communication and interpersonal skills to build rapport with clients and bank partners.
- In-depth knowledge of life insurance products and bancassurance models.
- Ability to work independently and as part of a team in a fast-paced environment.
- Strong analytical and problem-solving skills to assess client needs effectively.
- Proficiency in MS Office and CRM tools for reporting and client management.
- Fluency in English and Indonesian; additional local languages are a plus.