Bancassurance Relationship Specialist

Panin Dai-ichi Life; Jakarta Utara; On-site; IDR 70,000,000 - 110,000,000; Full time

Job summary

Panin Dai-ichi Life, a Panin Life and Dai-ichi Life joint venture, seeks a Bancassurance Officer in Kelapa Gading, North Jakarta. On-site with bank staff, you will promote life insurance and related solutions, deliver product presentations, and ensure accurate policy applications and documentation.

You will monitor sales activities, sustain bank partner relationships, assist campaigns, and provide after-sales service to ensure customer satisfaction and policy retention.

Qualifications

• Proven sales experience in financial services or insurance.
• Ability to present products clearly to customers and bank staff.
• Strong attention to detail for handling proposals and policy documents.
• Willingness to work on-site in Kelapa Gading within branch hours.

Responsibilities

• Promote Panin Dai-ichi Life products to bank customers and identify protection/investment needs.
• Conduct product presentations and support sales campaigns to meet targets.
• Ensure accurate completion of policy applications and required documentation.
• Maintain strong relationships with bank partners and provide after-sales service.
• Provide regular sales reports and market feedback to supervisor.

Skills

Sales

CRM

Client consulting

Product presentations

Communication

Numerical skills

Education

Diploma or Bachelor in Business/Finance/Economics/Marketing

Job description

Panin Dai-ichi Life, a Panin Life and Dai-ichi Life joint venture, seeks a Bancassurance Officer in Kelapa Gading, North Jakarta. On-site with bank staff, you will promote life insurance and related solutions, deliver product presentations, and ensure accurate policy applications and documentation.

You will monitor sales activities, sustain bank partner relationships, assist campaigns, and provide after-sales service to ensure customer satisfaction and policy retention.