job description
Join U3 Infotech Pte Ltd as a Direct Sales Executive in the dynamic insurance sector, where you’ll drive revenue growth through face-to-face client interactions in Bali’s most vibrant business hubs. This role is perfect for results-oriented professionals who thrive in high-energy environments, building trust and delivering tailored insurance solutions to diverse clients.
As a key player in our sales team, you’ll leverage your persuasion skills, market knowledge, and customer-centric approach to meet and exceed sales targets. With a competitive salary package and the opportunity to work in Bali’s thriving expat and local markets, this position offers both financial rewards and career development in the financial services industry.
Whether you’re engaging with individuals, businesses, or high-net-worth clients, your ability to identify needs, present compelling solutions, and close deals will be instrumental to our success. Enjoy the flexibility of field-based work while contributing to a company that values innovation, integrity, and performance.
Responsibility
- Conduct face-to-face sales meetings with potential clients to promote insurance products and services.
- Develop and maintain a robust client pipeline through proactive outreach, networking, and referrals.
- Assess client needs and recommend customized insurance solutions that align with their financial goals.
- Achieve and exceed monthly/quarterly sales targets while adhering to company policies and compliance standards.
- Build and sustain long-term client relationships through exceptional service and follow-up.
- Stay updated on industry trends, product offerings, and competitive landscape to enhance sales strategies.
- Collaborate with the marketing team to identify new opportunities and refine sales pitches.
- Prepare and submit accurate sales reports, forecasts, and client documentation in a timely manner.
Qualifications
- Proven experience in direct sales, insurance, or financial services (minimum 2 years preferred).
- Strong communication, negotiation, and interpersonal skills with a customer-first mindset.
- Ability to work independently in a field-based role with minimal supervision.
- Familiarity with insurance products, regulations, and sales techniques is a plus.
- Goal-oriented with a track record of meeting or exceeding sales quotas.
- Proficiency in English (additional languages, especially Indonesian or Mandarin, are advantageous).
- Valid driver’s license and willingness to travel within Bali for client meetings.
- Bachelor’s degree in Business, Finance, Marketing, or related fields (or equivalent experience).