job description
Join FWD Life Insurance Corporation as a Financial Solutions Consultant and play a pivotal role in driving sales performance and acquiring new business in the dynamic Bali market. This position offers a unique opportunity to build long-term client relationships while delivering tailored financial solutions that meet diverse customer needs.
As a key member of our team, you will be responsible for identifying and engaging potential clients, providing expert financial advice, and ensuring the retention of high-quality business. Your success will be measured by your ability to meet and exceed sales targets while maintaining exceptional customer service standards.
This role is ideal for motivated professionals with a passion for finance and sales, offering competitive compensation, career growth opportunities, and the chance to work in one of Indonesia's most vibrant regions.
Responsibility
- Develop and implement strategies to acquire new clients and expand the customer base in Bali.
- Provide personalized financial consultations to clients, assessing their needs and recommending suitable insurance and investment products.
- Achieve and exceed monthly and quarterly sales targets while maintaining high customer satisfaction.
- Build and maintain strong relationships with clients through regular follow-ups and exceptional service.
- Collaborate with internal teams to ensure seamless delivery of financial solutions and customer support.
- Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and relevant advice.
- Conduct presentations and workshops to educate clients on financial planning and risk management.
- Prepare and submit accurate reports on sales activities, client interactions, and market feedback.
Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Proven experience in sales, financial consulting, or insurance, with a track record of meeting targets.
- Strong understanding of financial products, including insurance, investments, and retirement planning.
- Excellent communication and interpersonal skills, with the ability to build rapport with diverse clients.
- Self-motivated, results-driven, and able to work independently in a fast-paced environment.
- Proficiency in using CRM software and Microsoft Office Suite.
- Fluency in English and Bahasa Indonesia; additional languages are a plus.
- Willingness to travel within Bali and occasionally to other regions as required.