job description
Join PFI Mega Life, a leading name in Indonesia's insurance industry, as a Bancassurance Specialist and take your career to new heights in the dynamic world of financial services. This is an exceptional opportunity to work in Bali’s thriving economic hubs, including Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, and Badung, where professional growth meets tropical living.
As a Bancassurance Specialist, you will play a pivotal role in driving insurance sales through bank partnerships, educating clients on financial protection, and delivering tailored solutions that meet their needs. This role is perfect for individuals with a passion for sales, strong interpersonal skills, and a drive to excel in a competitive yet rewarding environment. You’ll collaborate with banking partners, build lasting client relationships, and contribute to the company’s growth while enjoying the vibrant lifestyle Bali has to offer.
PFI Mega Life is committed to fostering a culture of innovation, professional development, and work-life balance. We offer competitive compensation, performance-based incentives, and opportunities for career advancement. If you’re a results-driven professional looking to make an impact in the insurance sector while enjoying Bali’s unique blend of culture and modernity, we’d love to hear from you!
Note: This is a contract-based position with the potential for long-term collaboration.
Responsibility
- Develop and maintain strong relationships with bank partners to drive bancassurance sales and achieve monthly/quarterly targets.
- Educate clients on insurance products, including life, health, and investment-linked policies, and recommend solutions tailored to their financial goals.
- Conduct needs-based assessments to identify client requirements and present suitable insurance plans.
- Collaborate with bank staff to organize promotional events, workshops, and seminars to increase product awareness.
- Provide exceptional post-sales service, including policy servicing, claims assistance, and client follow-ups.
- Monitor market trends and competitor activities to identify opportunities for business growth.
- Prepare and submit accurate sales reports, forecasts, and performance analyses to management.
- Adhere to compliance and regulatory standards in all sales and client interactions.
Qualifications
- Minimum Diploma (D3) or Bachelor’s degree in Business, Finance, Economics, or a related field.
- Proven experience in sales, bancassurance, or financial services (1-3 years preferred).
- Strong understanding of insurance products, banking operations, or financial planning.
- Excellent communication, negotiation, and presentation skills in English and Bahasa Indonesia.
- Self-motivated, target-driven, and able to work independently or as part of a team.
- Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM tools.
- Ability to build and maintain long-term client relationships in a professional manner.
- Willingness to travel within Bali for client meetings and promotional events.