job description
Join Hays Recruitment as a Personal Banker (Bancassurance) in the vibrant and dynamic region of Bali. This is a unique opportunity to build a rewarding career in the banking and financial services sector, offering a clear, non-conflicting commission structure, yearly promotion progression, and an attractive base salary.
In this role, you will be at the forefront of delivering tailored bancassurance solutions to clients, helping them secure their financial future while achieving your professional and financial goals. With Baliâs growing expat and local market, this position offers unparalleled potential for growth and success.
If you are a motivated, customer-focused professional with a passion for finance and sales, this role is your gateway to a lucrative and fulfilling career in one of the worldâs most sought-after destinations.
Responsibility
- Develop and maintain strong relationships with clients to understand their financial needs and goals.
- Promote and sell bancassurance products, including insurance and investment solutions, to a diverse client base.
- Achieve and exceed monthly and quarterly sales targets through proactive client engagement and follow-ups.
- Provide personalized financial advice and recommendations based on clientsâ risk profiles and objectives.
- Collaborate with banking partners to ensure seamless integration of insurance products with banking services.
- Stay updated on industry trends, product offerings, and regulatory changes to provide accurate and compliant advice.
- Prepare and present regular reports on sales performance, client feedback, and market insights.
- Participate in training and development programs to enhance product knowledge and sales techniques.
Qualifications
- Minimum 2 years of experience in sales, banking, or financial services, with a focus on bancassurance or insurance products.
- Proven track record of meeting and exceeding sales targets in a commission-based environment.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
- In-depth knowledge of bancassurance products, financial planning, and regulatory requirements in Indonesia.
- Ability to work independently and as part of a team in a fast-paced, target-driven environment.
- Fluency in English (additional proficiency in Bahasa Indonesia is a plus).
- Bachelorâs degree in Finance, Business, Economics, or a related field.
- Relevant certifications (e.g., AAJI, CFP, or insurance licensing) are highly advantageous.