Bancassurance Advisor - Jakarta Selatan

Join Sun Life Indonesia as a Bancassurance Advisor and embark on a rewarding career in the financial services sector. This role offers a unique opportunity to work within a bank environment, providing tailored insurance solutions to clients while enjoying a competitive salary of Rp 8,000,000 - Rp 15,000,000 per bulan. As a Bancassurance Advisor in Jakarta Selatan, you'll be at the forefront of delivering exceptional customer service and helping clients secure their financial futures.

At Sun Life Indonesia, we are committed to providing innovative and comprehensive insurance solutions to our clients. Our Bancassurance Advisors play a crucial role in this mission by working closely with bank customers to understand their needs and recommend suitable insurance products. This dynamic role combines the best of both banking and insurance industries, offering a unique blend of challenges and opportunities.

📋 Tanggung Jawab Pekerjaan

Key Responsibilities:

• Consult with bank customers to understand their insurance needs and recommend suitable products.
• Assess customer risk profiles and recommend appropriate insurance solutions.
• Provide guidance on insurance policies, terms, and conditions.
• Process insurance applications, including underwriting and policy issuance.
• Maintain and update customer records using our in-house CRM system.
• Collaborate with the sales and underwriting teams to ensure smooth transaction processing.
• Attend regular training sessions to stay updated on new insurance products and industry trends.
• Build and maintain strong relationships with bank customers to foster long-term loyalty.

🎓 Kualifikasi & Syarat

Kualifikasi & Syarat:

• Bachelor's degree in Business Administration, Finance, or a related field.
• Minimum 3 years of experience in sales, customer service, or a related field.
• Strong communication and interpersonal skills.
• Familiarity with insurance products and banking services.
• Ability to work well under pressure and meet sales targets.
• Proficiency in using Microsoft Office Suite and CRM systems.
• Valid insurance sales license (preferred but not mandatory).
• Ability to travel to bank branches as required.

🛠️ Keahlian

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