job description
Join Sun Life Grepa Financial as an Insurance Sales Executive and embark on a rewarding career in Baliâs thriving financial services sector. This role offers a unique opportunity to leverage your sales expertise while contributing to the financial security of clients in one of the worldâs most dynamic regions.
As a trusted advisor, you will build long-term relationships with clients, providing tailored insurance solutions that meet their evolving needs. With a competitive salary package and the chance to work in Baliâs vibrant business hubs, this position is ideal for ambitious professionals seeking growth in the insurance industry.
Whether youâre based in Canggu, Ubud, Denpasar, or other key areas, youâll enjoy a supportive work environment, comprehensive training, and the flexibility to thrive in a role that values both performance and work-life balance.
Responsibility
- Develop and maintain a robust client portfolio by identifying and engaging potential customers in Baliâs diverse market.
- Conduct thorough needs assessments to recommend personalized insurance products that align with clientsâ financial goals.
- Achieve and exceed monthly sales targets through proactive outreach, networking, and relationship-building.
- Provide exceptional customer service, ensuring client satisfaction through timely follow-ups and policy management.
- Stay updated on industry trends, product offerings, and regulatory changes to deliver accurate and compliant advice.
- Collaborate with team members and cross-functional departments to enhance sales strategies and client retention.
- Utilize CRM tools to track client interactions, sales pipelines, and performance metrics.
- Participate in training programs and professional development opportunities to refine sales techniques and product knowledge.
Qualifications
- Bachelorâs degree in Business, Finance, Marketing, or a related field (or equivalent experience).
- Minimum of 1 year of experience in sales, preferably in insurance, financial services, or a client-facing role.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with diverse clients.
- Proven track record of meeting or exceeding sales targets in a competitive environment.
- Self-motivated, goal-oriented, and comfortable working independently or as part of a team.
- Proficiency in English (written and verbal); knowledge of Indonesian or other local languages is a plus.
- Familiarity with CRM software and digital sales tools is advantageous.
- Willingness to travel within Bali to meet clients and attend industry events.