Bancassurance Advisor: Elevate Client Financial Security

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

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.