job description
Join CIMB Group Holdings Berhad, a leading financial institution in Southeast Asia, as a Financial Planning Advisor specializing in Bancassurance products in the vibrant heart of Bali. This is a unique opportunity to build a rewarding career in financial advisory while helping clients secure their future through tailored insurance and investment solutions.
As part of our dynamic team, you will work in a collaborative environment, leveraging CIMBâs extensive network and cutting-edge financial tools to deliver exceptional service. Whether you're based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, youâll have the flexibility to engage with a diverse clientele in one of the worldâs most sought-after destinations.
We offer competitive compensation, comprehensive training, and unparalleled career growth opportunities. If you are passionate about finance, possess strong interpersonal skills, and thrive in a fast-paced setting, we invite you to apply and take the next step in your professional journey with CIMB.
Responsibility
- Provide personalized financial planning and advisory services to clients, focusing on bancassurance products such as life insurance, health insurance, and investment-linked plans.
- Conduct needs analysis to identify clientsâ financial goals and recommend suitable insurance and investment solutions.
- Build and maintain long-term client relationships through trust, transparency, and exceptional service.
- Achieve and exceed sales targets by proactively engaging with new and existing clients.
- Stay updated on market trends, regulatory changes, and product offerings to provide accurate and compliant advice.
- Collaborate with banking teams to cross-sell bancassurance products and enhance customer retention.
- Prepare and present financial reports and proposals tailored to individual client needs.
- Participate in training and development programs to continuously improve product knowledge and sales techniques.
Qualifications
- A Bachelorâs degree in Finance, Business, Economics, or a related field. A professional certification (e.g., CFP, RFC, or insurance licensing) is a plus.
- Minimum 2 years of experience in financial advisory, insurance sales, or bancassurance, preferably within the banking sector.
- Strong communication and negotiation skills with the ability to explain complex financial concepts clearly.
- Proven track record of meeting or exceeding sales targets in a client-facing role.
- Familiarity with CRM systems and financial planning software is advantageous.
- Highly self-motivated, goal-oriented, and customer-focused with a passion for helping clients achieve financial security.
- Fluency in English and Bahasa Indonesia; additional languages are a bonus.
- Willingness to travel within Bali to meet clients as needed.