Field Sales: Financing & Agency Network (Walk-In)

Bfi; Tangerang; On-site; IDR 89,280,000 - 156,240,000; Full time

Benefits offered by this job

Competitive pay & commissions

Training program

Health insurance & retirement plan

Career advancement

Supportive team in Tangerang

Job summary

Bfi in Tangerang is seeking a proactive Sales Consultant to join our field sales team in the financial services sector. You will advise clients on investments, insurance, and loans, and craft tailored financial plans to meet their goals and time horizons.

You will build trust, explain options clearly, and guide clients through decisions with ethical, client‑centric service. We offer a competitive base salary with commission, ongoing product training, and opportunities for career advancement

Qualifications

• Proven experience in sales in financial services.
• Understanding of investment, insurance, or banking products.
• Excellent communication and client-advisory skills.
• Bachelor’s degree in Finance, Economics, or related field.

Responsibilities

• Meet with clients to assess financial situation, needs, and goals.
• Present and explain financial services and products (investments, insurance, loans).
• Develop personalized financial plans and recommendations.
• Build and maintain long‑term relationships with clients through follow-ups.
• Achieve individual and team sales targets for financial products.
• Stay updated on market trends, regulations, and new financial products.

Skills

Sales experience

Interpersonal skills

Client-advisory skills

Trust-building

Education

Bachelor's degree in Finance/Economics or related field

Job description

Sales Consultant - Field Sales Financing Agency Network Walk In (Tangerang)

Our client, a reputable firm in the financial services sector, is seeking a motivated Sales Consultant to join their team in Tangerang. This role involves advising clients on financial products and solutions to meet their investment and protection needs. You will build trust and rapport with clients, assess their financial goals, and recommend appropriate strategies. The ideal candidate possesses strong knowledge of financial markets and products, exceptional interpersonal skills, and a commitment to ethical sales practices in the dynamic Banten market.

• Meet with clients to assess their financial situation, needs, and goals.
• Present and explain a range of financial services and products, including investments, insurance, and loans.
• Develop personalized financial plans and recommendations for clients.
• Build and maintain strong, long‑term relationships with clients through regular follow‑ups.
• Achieve individual and team sales targets for financial products.
• Stay updated on market trends, regulations, and new financial products.

Requirements

• Proven experience in sales, preferably within the financial services industry.
• Strong understanding of investment, insurance, or banking products.
• Excellent communication, interpersonal, and client‑advisory skills.
• Ability to build trust and credibility with clients.
• Relevant certifications or licenses in financial advising are highly desirable.
• Bachelor’s degree in Finance, Economics, or a related field.

Benefits

• Competitive base salary and commission structure.
• Comprehensive training program on financial products and sales techniques.
• Health insurance and retirement savings plan.
• Career advancement opportunities within the financial services sector.
• Supportive team environment in Tangerang.