job description
Join Allianz PNB Life Insurance as a Financial Solutions Specialist and empower clients in Bali with tailored financial strategies. This role offers a dynamic opportunity to build long-term relationships while providing expert financial guidance. You will analyze client needs, recommend suitable insurance and investment products, and contribute to financial security in the community.
Based in Baliâs vibrant locationsâCanggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badungâyouâll work in a collaborative environment with competitive compensation and growth opportunities. Ideal for driven professionals passionate about finance and client success.
Responsibility
- Conduct comprehensive financial needs assessments for clients.
- Recommend personalized insurance and investment solutions.
- Build and maintain strong client relationships through consultative sales.
- Achieve sales targets while ensuring client satisfaction.
- Stay updated on financial products and market trends.
- Collaborate with team members to optimize client outcomes.
- Provide exceptional after-sales support and follow-ups.
Qualifications
- Bachelorâs degree in Finance, Business, or related field.
- Proven experience in sales, banking, or financial services.
- Strong communication and interpersonal skills.
- Ability to analyze financial data and client needs.
- Self-motivated with a results-driven mindset.
- Proficiency in CRM tools and Microsoft Office.
- Willingness to travel within Bali as needed.