Life Planner

Prowealth Financial; Jakarta Pusat; Hybrid; IDR 89.280.000 - 133.920.000; Vollzeit

Zusammenfassung

Prowealth Financial in Jakarta is seeking a Life Planner to join our hybrid, full-time team. You will meet with clients, perform financial needs analyses, and tailor protection and investment solutions that align with their goals.

You will also support sales campaigns, presentations, and networking to grow a robust client base while ensuring compliant documentation and ongoing service. The ideal candidate has sales experience, strong communication, and a client-centric advisory approach, with

Qualifikationen

• Strong knowledge of Insurance and General Insurance products.
• Proven sales, prospecting and client relationship skills.
• Experience in marketing activities and brand representation.
• Excellent communication and interpersonal skills.
• Hybrid work capability with in-person Jakarta meetings.
• Analytical and problem-solving abilities to assess financial needs.
• High integrity and regulatory compliance.
• Bachelor’s degree in business/finance/management; certifications in insurance or financial planning are a plus.

Aufgaben

• Meet with prospective and existing clients to understand needs and goals.
• Conduct financial needs analyses and recommend appropriate insurance and investment products.
• Follow up to ensure client satisfaction and policy suitability over time.
• Support sales and marketing activities, campaigns, presentations, and networking events.
• Collaborate with internal teams and maintain accurate documentation to regulatory standards.

Kenntnisse

Sales

Communication

Relationship building

Client advisory

Analytical thinking

Ausbildung

Bachelor's degree in business/finance/management

Jobbeschreibung

Company Description

Prowealth Financial is a Jakarta-based financial services company focused on helping customers achieve their financial goals and aspirations through tailored protection and investment solutions. As the first non-bank institution fully licensed by the Indonesian Financial Services Authority (OJK) to provide both protection and investment directly to the market, Prowealth combines regulatory rigor with innovation. The organization is committed to delivering high-quality products and services while building long-term client relationships. Prowealth also invests in a modern, performance-driven business environment, offering aspiring professionals a platform to grow their careers and leadership capabilities. The company’s vision, “Live Prosper, Live Wealthy, Live the Prowealth Way,” reflects its dedication to financial well-being and professional growth.

Role Description

The Life Planner is a full-time, hybrid role based in the Jakarta Metropolitan Area, with a mix of office-based and work-from-home responsibilities. This role focuses on helping clients identify, plan, and achieve their financial and protection objectives through personalized solutions and ongoing advisory support. Day-to-day tasks include meeting with prospective and existing clients, conducting financial needs analyses, recommending appropriate insurance and investment products, and following up to ensure client satisfaction and policy suitability over time. The Life Planner also supports sales and marketing activities, such as participating in campaigns, presentations, and networking events to build a strong client base. Collaboration with internal teams, accurate documentation, and adherence to regulatory and company standards are essential aspects of the role.

Qualifications

• Strong knowledge and practical experience in Insurance and General Insurance products, with the ability to explain coverage and benefits clearly to clients.
• Demonstrated skills in Sales, including prospecting, relationship building, and closing, with a client-centric advisory approach.
• Experience or familiarity with Marketing activities, such as client outreach, promotional campaigns, and brand representation.
• Excellent communication and interpersonal skills, with the ability to build trust and maintain long-term client relationships.
• Comfort working in a hybrid environment, managing both in-person meetings in the Jakarta area and remote work efficiently.
• Strong analytical and problem-solving abilities to assess financial needs and propose appropriate solutions.
• High level of integrity, professionalism, and commitment to regulatory compliance and ethical standards.
• Bachelor’s degree in business, finance, management, or a related field is preferred; relevant certifications in insurance or financial planning are an advantage.