Bancassurance Insurance Advisor - Premium Financial Services

Join Danamas Insan Kreasi Andalan as a Bancassurance Insurance Advisor and become a trusted financial partner in Bali’s thriving banking sector. This role offers a unique opportunity to leverage your sales expertise while providing tailored insurance solutions to clients at Danamas Bank. Based in Bali, you'll work closely with banking professionals to cross-sell insurance products, ensuring clients have comprehensive financial protection.

As a Bancassurance Insurance Advisor, you'll play a crucial role in enhancing client relationships by offering personalized insurance solutions. You'll utilize your deep understanding of insurance products to help clients make informed decisions, ultimately driving revenue growth for both Danamas Bank and Danamas Insan Kreasi Andalan. This position is perfect for those seeking a dynamic and rewarding career in the financial services industry.

📋 Tanggung Jawab Pekerjaan

• Consult with clients to identify their insurance needs and recommend suitable products.
• Cross-sell insurance products to existing Danamas Bank clients.
• Provide comprehensive financial planning advice to clients.
• Utilize CRM systems such as Salesforce to manage client interactions and track sales performance.
• Stay updated with the latest insurance products and market trends to offer the best solutions to clients.
• Conduct regular client reviews to ensure policy compliance and client satisfaction.
• Collaborate with the bancassurance team to achieve sales targets and revenue growth.
• Participate in training and development programs to enhance your skills and knowledge.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Insurance, Business Administration, or a related field.
• Minimum of 3 years of experience in insurance sales or financial services.
• Strong understanding of insurance products and financial planning.
• Excellent communication and negotiation skills.
• Proficiency in using CRM systems such as Salesforce.
• Ability to work independently and as part of a team.
• Knowledge of bancassurance and cross-selling strategies.
• Valid insurance sales certification (e.g., Life Insurance Sales Agent, General Insurance Agent) is a plus.

🛠️ Keahlian

Lowongan Terkait