job description
Join Trust Bank as a Senior Bancassurance Sales Specialist and take your career to the next level in a dynamic, high-reward environment. This is not a traditional account servicing role—it’s a strategic position focused on driving insurance sales through proactive outreach, customer engagement, and relationship-building.
Based in the vibrant regions of Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung), you’ll leverage your sales expertise to expand our bancassurance portfolio, identify new growth opportunities, and deliver tailored financial solutions to clients. With a competitive base salary ($3,800–$4,500/month) plus lucrative performance incentives, your earnings potential is unlimited.
If you’re a results-driven professional with a passion for client advisory, sales excellence, and financial services, this role offers the perfect blend of autonomy, challenge, and reward. Trust Bank is committed to fostering a culture of innovation, collaboration, and career development, ensuring you have the tools and support to succeed.
Responsibility
- Develop and execute strategic sales plans to drive bancassurance product adoption across assigned regions.
- Conduct outbound outreach (calls, meetings, digital channels) to engage potential clients and nurture existing relationships.
- Assess client needs and recommend customized insurance and financial solutions aligned with their goals.
- Collaborate with banking partners to integrate insurance products into their service offerings seamlessly.
- Track sales performance, analyze market trends, and adjust strategies to maximize conversion rates.
- Provide exceptional post-sales support to ensure client satisfaction and long-term retention.
- Stay updated on regulatory changes, product updates, and industry best practices in bancassurance.
- Mentor junior team members and share sales best practices to elevate team performance.
Qualifications
- Minimum 5+ years of experience in bancassurance, insurance sales, or financial advisory roles.
- Proven track record of meeting/exceeding sales targets in a competitive environment.
- Strong communication, negotiation, and interpersonal skills to build trust with clients.
- In-depth knowledge of insurance products (life, health, general) and banking regulations.
- Ability to work independently while contributing to a collaborative team environment.
- Proficiency in CRM tools (e.g., Salesforce) and Microsoft Office Suite.
- Bachelor’s degree in Business, Finance, or a related field; certifications in insurance (e.g., ChFC, CLU) are a plus.
- Fluency in English; additional languages (e.g., Indonesian) are advantageous.