job description
Astra Life Insurance, a leading life insurance provider since 2014, is expanding its team in Bali and seeking a Professional Financial Consultant to join our dynamic workforce. This role offers an exciting opportunity to provide expert financial advice and insurance solutions to clients in Bali’s thriving communities, including Canggu, Ubud, Denpasar, and surrounding areas.
As a Financial Consultant, you will play a key role in helping individuals and families secure their financial future through tailored insurance and investment strategies. You will work closely with clients to assess their needs, recommend suitable products, and build long-term relationships based on trust and professionalism.
This position is ideal for motivated individuals with a passion for finance, strong communication skills, and a desire to make a meaningful impact in people’s lives. Astra Life Insurance offers competitive compensation, comprehensive training, and a supportive work environment to help you succeed.
Responsibility
- Provide personalized financial consulting and insurance solutions to clients in Bali.
- Conduct financial needs assessments and recommend suitable insurance products.
- Build and maintain strong client relationships through regular follow-ups and exceptional service.
- Achieve sales targets while ensuring compliance with company policies and regulatory standards.
- Educate clients on the benefits of life insurance, investment plans, and financial protection strategies.
- Collaborate with the team to develop and implement sales strategies for the Bali market.
- Stay updated on industry trends, product knowledge, and market developments.
- Participate in training programs to enhance professional skills and product expertise.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Proven experience in sales, financial consulting, or insurance is a plus.
- Strong communication, negotiation, and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Customer-focused mindset with a passion for helping others achieve financial security.
- Willingness to travel within Bali to meet clients and attend meetings.
- Fluency in English and Bahasa Indonesia is required.
- Valid insurance or financial advisory license is an advantage.