Bancassurance Advisor

Sun Life Financial; Indonesia; On-site; IDR 78,120,000 - 133,920,000; Full time

Job summary

Sun Life Financial in Indonesia seeks a client-focused advisor to analyze customers' financial situations and identify opportunities for insurance coverage. You will meet sales targets by selling bancassurance products while ensuring exceptional client service.

You will develop and maintain strong relationships with internal banking colleagues and external insurance partners, staying informed on market trends and new product offerings to drive growth.

Qualifications

• Diploma or equivalent required; fresh graduates welcome.
• Excellent communication and interpersonal skills.
• Target-oriented with a track record of meeting or exceeding targets.
• Willing to be placed in Jabodetabek area.

Responsibilities

• Analyze clients' financial situations and identify opportunities for insurance coverage
• Meet and exceed sales targets by selling bancassurance products while ensuring high standards of client service
• Develop and maintain strong relationships with internal banking colleagues and external insurance partners
• Stay up-to-date on market trends, regulatory changes, and new product offerings

Skills

Communication skills

Interpersonal skills

Target orientation

Customer service

Education

Diploma or equivalent

Job description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Key Responsibilities:

• Analyze clients' financial situations and identify opportunities for insurance coverage
• Meet and exceed sales targets by selling Sun Life bancassurance product while ensuring the highest standards of client service
• Develop and maintain strong relationships with both internal banking colleagues and external insurance partners
• Stay up-to-date on market trends, regulatory changes, and new product offerings

Qualifications:

• A min. of Diploma's degree and fresh graduates are welcome
• Excellent communication and interpersonal skills
• Target-oriented with a track record of meeting or exceeding targets
• Wiling to be placed in Jabodetabek area

Job Category: Customer Service / Operations Posting End Date: 30/12/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you - and your career - can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers