job description
Join PFI Mega Life as a Bancassurance Specialist in the vibrant heart of Bali! This is your opportunity to drive financial growth by building strategic partnerships with leading banks, enhancing insurance product distribution, and delivering exceptional customer experiences. As a key player in our expanding team, you will play a pivotal role in boosting sales performance while advancing your career in the dynamic bancassurance sector.
Bali’s thriving business landscape offers a unique environment to connect with high-net-worth clients and diverse customer segments. Leverage your sales expertise and relationship-building skills to promote tailored insurance solutions through our banking partners. With competitive compensation, professional development opportunities, and the chance to work in one of Indonesia’s most sought-after locations, this role is perfect for ambitious professionals eager to make an impact in the financial services industry.
At PFI Mega Life, we empower our team with the tools, training, and support needed to excel. Whether you’re engaging with bank managers, conducting product presentations, or analyzing market trends, you’ll contribute directly to our mission of providing financial security and peace of mind to our clients.
Responsibility
- Develop and maintain strong relationships with bank partners to expand bancassurance product distribution channels.
- Achieve and exceed monthly/quarterly sales targets for insurance products through banking networks.
- Conduct product training and presentations for bank staff to ensure effective promotion of insurance solutions.
- Collaborate with internal teams to design and implement sales strategies tailored to local market needs in Bali.
- Monitor and analyze sales performance, providing actionable insights to optimize results.
- Ensure compliance with regulatory requirements and company policies in all bancassurance activities.
- Provide exceptional customer service, addressing inquiries and resolving issues related to insurance products.
- Stay updated on industry trends, competitor offerings, and customer preferences to identify new opportunities.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Minimum 2 years of experience in bancassurance, insurance sales, or banking, with a proven track record of meeting sales targets.
- Strong communication, negotiation, and interpersonal skills to build and sustain client relationships.
- Deep understanding of insurance products, banking operations, and regulatory frameworks in Indonesia.
- Self-motivated, results-driven, and able to work independently in a fast-paced environment.
- Proficiency in Microsoft Office (Excel, PowerPoint) and CRM tools.
- Fluency in English and Bahasa Indonesia; additional local languages (e.g., Balinese) are a plus.
- Willingness to travel within Bali and occasionally to other regions as required.