Bancassurance Advisor Executive - Jakarta Utara

Join Sun Life as a Bancassurance Advisor Executive in Jakarta Utara and play a pivotal role in driving financial security and prosperity for our clients. In this dynamic position, you will develop and execute strategic marketing initiatives to promote our products and services, build strong client relationships, and ensure our clients achieve their financial goals.

Sun Life is a leading insurance company in Indonesia, known for our commitment to providing comprehensive financial solutions. With a rich history spanning over 20 years, we have built a strong reputation for excellence and innovation. As a Bancassurance Advisor Executive, you will work closely with our sales team to deliver exceptional service and drive business growth.

Daily, you will engage with clients to understand their needs and provide tailored financial advice. You will leverage our state-of-the-art CRM system to manage client interactions and track progress. This role offers a unique opportunity to grow your career in a supportive and collaborative environment.

📋 Tanggung Jawab Pekerjaan

• Develop and execute strategic marketing initiatives to promote our products and services.
• Build and maintain strong client relationships to ensure customer satisfaction and loyalty.
• Provide tailored financial advice to help clients achieve their financial goals.
• Leverage our CRM system to manage client interactions and track progress.
• Collaborate with the sales team to drive business growth and meet targets.
• Stay updated with industry trends and best practices to enhance our services.
• Conduct regular reviews and provide feedback to improve client satisfaction.
• Participate in training and development programs to enhance your skills and knowledge.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, or a related field.
• Minimum of 3 years of experience in sales, marketing, or financial advisory.
• Proven track record in building and maintaining client relationships.
• Strong understanding of financial products and services.
• Excellent communication and negotiation skills.
• Proficiency in using CRM systems such as Salesforce or similar.
• Ability to work well under pressure and meet tight deadlines.
• Strong analytical and problem-solving skills.

🛠️ Keahlian

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