Business Development Consultant

Sunday Ins Co., Ltd.; Daerah Khusus Ibukota Jakarta; On-site; IDR 200,000,000 - 300,000,000; Full time

Job summary

Join a forward-thinking company as a Business Development Consultant, where you will manage group quotation requests and support brokers in Indonesia. This role involves delivering engaging presentations, maintaining customer records, and achieving sales targets while ensuring compliance with regulatory requirements. You will be a key player in growing the SME pipeline and contributing to the continuous improvement of business processes. If you have a strong background in business or wealth management and a passion for sales, this opportunity offers a dynamic environment to excel and make a significant impact.

Qualifications

• Educational background in business or related fields is essential.
• Insurance experience is preferred along with IIQE certifications.

Responsibilities

• Manage group quotation requests and support brokers with training.
• Deliver product presentations and maintain customer records.

Skills

Sales Management

Relationship Management

Communication Skills

Interpersonal Skills

Problem Solving

Motivation

Education

Business/Wealth Management

Insurance Qualifications (IIQE Paper I and II)

Tools

Sales Force

Job description

As Business Development Consultant, you will...

• Manage group quotation requests from our existing brokers/IFAs and independent agents in Indonesia.
• Support the Head of Corporate with group quote requests and product training to brokers.
• Deliver presentations on our products, proposition, and core values.
• Manage and grow SME pipeline.
• Regularly update Sales Force with SME/Corporate pipeline and create good reporting to show real-time progress.
• Support broker-related events and campaigns (secondary).
• Accurately maintain and update customer records on the customer management system to ensure high sales conversion.
• Comply with all regulatory and governance requirements including MAS and FCA and Treating Customers Fairly.
• Achieve targets for sales, productivity, and quality.
• Participate in regular 121s and team meetings with your Manager.
• Support new team members and be a role model for the team demonstrating outstanding personal behaviors and performance.
• Contribute to the continuous improvement process by developing new business ideas, working between different internal teams/divisions, and making contributions to focus groups.
• Be the brand representative of Bupa Global - maintaining an exceptional level of integrity and service at all times.
• Maintain contact with, update, and support the new business team to maintain high confidence in role capabilities.
• Act as a pioneer in undertaking a new role, being open to new ways of working for the continuous improvement of generating business.

Requirements:

• Educational background in business/wealth management or related studies.
• Insurance experience is preferred.
• Must have IIQE Paper I and II.
• Experience with Independent Financial Advisors and working with high-end wealthy individuals.
• Background in the global health insurance market or other financial services industries (Insurance, Retail, Commercial, or Investment Banking and Wealth Management).
• Experience in direct sales and relationship management will be an advantage.
• Experience in complex and multi-skilled customer-facing roles and cold call prospecting in a call center setting.
• A track record of achieving and exceeding sales and quality targets.
• Excellent interpersonal, communication, and influencing skills with an emphasis on achieving results and successful outcomes.
• Highly motivated and self-driven.
• Excellent fluency in English (verbal and written).