job description
Join Taspen Abadi Sentosa as a Life Insurance Relationship Officer in the vibrant heart of Bali! This is your opportunity to build a rewarding career in the financial services sector while contributing to the growth of one of Indonesia’s most trusted insurance providers.
As a Taspen Life Relationship Officer (TLRO), you will play a pivotal role in expanding our client base by promoting Taspen Life’s insurance products, fostering long-term relationships with policyholders, and ensuring seamless claim processing and policy administration. Based in Bali’s most dynamic areas—Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung—you’ll work in a fast-paced, customer-centric environment where your sales and relationship-building skills will directly impact business success.
This role is perfect for motivated, results-driven professionals with a passion for sales, client engagement, and financial advisory. Whether you’re an experienced insurance agent or a dynamic salesperson looking to transition into the financial sector, this position offers competitive compensation, career growth, and the chance to make a real difference in people’s lives through tailored insurance solutions.
Responsibility
- Develop and execute strategic sales plans to promote Taspen Life’s insurance products to individuals and businesses in Bali.
- Build and maintain strong, trust-based relationships with new and existing clients to ensure long-term loyalty.
- Conduct needs assessments and provide personalized insurance solutions tailored to clients’ financial goals.
- Process and manage policy applications, renewals, and claims with accuracy and efficiency.
- Achieve and exceed monthly and quarterly sales targets while adhering to company policies and regulatory standards.
- Organize and participate in client meetings, seminars, and networking events to expand market reach.
- Stay updated on industry trends, product updates, and competitive offerings to provide informed advice.
- Collaborate with the underwriting and customer service teams to ensure smooth policy issuance and client satisfaction.
Qualifications
- Minimum Diploma (D3) or Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Proven experience in sales, insurance, or financial advisory (preferably in life insurance).
- Strong communication, negotiation, and interpersonal skills with a client-focused mindset.
- Ability to work independently and as part of a team in a target-driven environment.
- Familiarity with insurance products, regulations, and sales techniques is a plus.
- Proficient in MS Office and CRM tools for client management and reporting.
- Willingness to travel within Bali and work flexible hours to meet client needs.
- Certification in insurance (e.g., AAJI) is highly advantageous.