job description
Are you a driven professional with a passion for helping others secure their financial future? Private Advertiser is seeking a Licensed Insurance Agent to join our dynamic team in Bali’s most vibrant locations, including Canggu, Ubud, Denpasar, and more. In this role, you’ll empower clients to build, protect, and grow their wealth through tailored insurance and financial solutions.
As a trusted advisor, you’ll work closely with individuals and families to assess their needs, recommend personalized policies, and provide ongoing support. This is a high-impact, commission-based role with uncapped earning potential, ideal for self-starters who thrive in a fast-paced, client-focused environment. Whether you’re an experienced agent or new to the industry, we provide comprehensive training, mentorship, and the tools you need to succeed.
Bali’s booming expat and local communities offer a unique opportunity to serve a diverse clientele. If you’re a natural communicator with a consultative approach and a commitment to ethical sales practices, we’d love to hear from you.
Responsibility
- Conduct one-on-one consultations with clients to assess their financial goals, risks, and insurance needs.
- Design and present customized insurance solutions (life, health, property, etc.) tailored to individual circumstances.
- Build and maintain a strong client portfolio through proactive follow-ups, referrals, and networking.
- Stay updated on industry trends, regulations, and product offerings to provide accurate advice.
- Meet and exceed monthly/quarterly sales targets while ensuring client satisfaction and retention.
- Collaborate with underwriters and claims teams to facilitate smooth policy issuance and claims processing.
- Educate clients on policy terms, coverage options, and benefits to foster trust and transparency.
- Leverage digital tools and CRM systems to track leads, manage pipelines, and streamline workflows.
Qualifications
- Valid insurance license (or willingness to obtain one within the first 3 months).
- Proven track record in sales, customer service, or financial advisory (1+ years preferred).
- Excellent communication and interpersonal skills in English (additional languages a plus).
- Self-motivated with a results-driven mindset and ability to work independently.
- Strong ethical standards and commitment to client-centric service.
- Familiarity with insurance products, underwriting processes, and compliance requirements.
- Proficiency in Microsoft Office, CRM software, or sales tools.
- Residency in or willingness to relocate to Bali, Indonesia.