job description
BNI Life Insurance is a leading provider of life insurance and financial solutions in Indonesia, committed to delivering excellence through innovative products and exceptional customer service. We are currently seeking a dynamic and results-driven Bancassurance Specialist to join our team in the Bali Region (Emerald Area).
As a Bancassurance Specialist, you will play a pivotal role in driving the growth of our bancassurance channel by building strong relationships with banking partners, promoting our insurance products, and ensuring customer satisfaction. This is an exciting opportunity for professionals passionate about sales, financial advisory, and client relationship management in one of Indonesia’s most vibrant and economically thriving regions.
If you are a self-motivated individual with a proven track record in sales, excellent communication skills, and a deep understanding of the insurance or banking sector, we invite you to apply and become part of our mission to empower financial security for individuals and families across Bali.
Responsibility
- Develop and maintain strong relationships with banking partners to promote BNI Life Insurance products and services.
- Achieve and exceed monthly, quarterly, and annual sales targets for bancassurance products.
- Conduct product presentations, training sessions, and workshops for bank staff to enhance their understanding of insurance solutions.
- Provide personalized financial advisory to bank customers, identifying their needs and recommending suitable insurance products.
- Monitor market trends, competitor activities, and customer feedback to refine sales strategies and improve product offerings.
- Ensure compliance with all regulatory requirements, company policies, and ethical standards in bancassurance operations.
- Prepare and submit regular reports on sales performance, market insights, and customer feedback to management.
- Collaborate with internal teams, including marketing and underwriting, to optimize product positioning and customer acquisition.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field. A background in Economics or Insurance is a plus.
- Minimum of 2 years of experience in bancassurance, insurance sales, or banking, with a proven track record of meeting or exceeding sales targets.
- Strong understanding of life insurance products, bancassurance models, and financial advisory services.
- Excellent communication, negotiation, and interpersonal skills to build trust with banking partners and customers.
- Self-motivated, goal-oriented, and able to work independently as well as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM software for sales tracking and reporting.
- Fluency in English and Bahasa Indonesia; additional local language skills (e.g., Balinese) are advantageous.
- Willingness to travel within the Bali region and occasionally to other areas as required.