Life Planner: Financial Advisory & Protection

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

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