Financial Advisor Bancassurance Bandung|PT. Great Eastern Life Indonesia

Deskripsi Pekerjaan

Come and Join Our GREAT FINANCIAL ADVISOR Team



The Bancassurance Financial Advisor is responsible for promoting and selling insurance products through a bank's branch network. They act as a liaison between the bank and the insurance company, ensuring customers receive tailored financial and insurance solutions that meet their needs.

Key Responsibilities
Sales and Promotion: Promote and sell life, health, and general insurance products to bank customers. Identify customer needs through financial profiling and offer appropriate insurance solutions. Meet or exceed assigned sales targets.
Customer Service: Provide personalized assistance to clients, explaining product features, benefits, and terms. Ensure a seamless customer experience by resolving queries and addressing concerns promptly. Maintain long-term relationships with clients for repeat business and referrals.
Collaboration with Bank Staff: Work closely with bank employees to identify potential leads and cross-sell opportunities. Train bank staff on insurance products and processes to enhance referrals. Participate in branch meetings and activities to strengthen partnerships.
Reporting and Compliance: Maintain accurate records of customer interactions, sales, and transactions. Submit regular sales reports to the Bancassurance Manager. Ensure compliance with regulatory requirements and company policies.

What You Should Have:
Bachelor Degree (S1) Any major
Proven experience in financial advisory or sales, preferably in the banking or insurance industry
Sales Person, Competitive, Good Interpersonal Communication and High Self-Confidence
Excellent problem-solving and decision-making skills
Strong communication and interpersonal skills with the ability to build trust


What Will You Get
Monthly Allowance
Health Insurance
Career Path
Professional & Personal Development



_Thank you and See you on Board_.