Bancassurance Advisor - Yogyakarta

Launch your career in financial services with Sun Life as a Bancassurance Advisor in Yogyakarta. We're looking for passionate professionals ready to make an immediate impact by connecting clients with tailored insurance and investment solutions. In this role, you'll partner with bank branches across Yogyakarta to offer comprehensive financial advice, leveraging our extensive product range to meet diverse client needs.

Sun Life, a leading financial services provider, offers a dynamic and supportive work environment. With a strong focus on innovation and client satisfaction, we provide the tools and training to help you succeed. Join us and be part of a team that values growth, integrity, and excellence.

📋 Tanggung Jawab Pekerjaan

• Build and maintain strong relationships with bank clients to understand their financial needs and preferences.
• Offer personalized insurance and investment solutions tailored to individual client profiles.
• Conduct financial planning sessions and product demonstrations to educate clients on Sun Life's offerings.
• Collaborate with Sun Life's sales and customer service teams to ensure seamless client onboarding and policy management.
• Utilize CRM systems such as Salesforce to track client interactions and manage leads effectively.
• Stay updated on industry trends and regulatory requirements to provide informed advice.
• Achieve sales targets and contribute to team performance metrics.
• Provide exceptional customer service and support to ensure client satisfaction and retention.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum 3 years of experience in sales, financial advisory, or a related role, preferably in the insurance or banking sector.
• Strong understanding of insurance and investment products, including life insurance, retirement planning, and wealth management.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Proficiency in using Microsoft Office Suite and CRM systems like Salesforce.
• Ability to work independently and as part of a team in a fast-paced environment.
• Certification in insurance or financial services is a plus.
• Fluency in Indonesian and English is required.

🛠️ Keahlian

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