Executive Wealth Management Advisor

3 weeks ago


Jakarta, Indonesia Zurich Insurance Full time

Job SummaryA Career Opportunity as an Executive Wealth Management Advisor to earn your financial freedom

Placed in Bank Branches, the main role will be in sales and relationship management while serving as the primary interface for all products and services
- About the Role- Responsible for building and maintaining solid relationship with bank staff to facilitate the customers’ and business’ needs
- Identify and sell insurance products according to the customers’ needs while achieving sales target
- Provide excellent service to the customers (existing and potential) by keeping close relationship and managing the portfolio
- Perform after sales service to customer, such as handling complaints, serving claims, and / or policy changes
- Monitor sales promotional activities, client events, and focus group events in their branch
- Provide daily report to the direct leader
- Job Requirement- Minimum Diploma Degree from a reputable university
- Proven professional experience in sales area from banking or insurance industry
- Excellent communication and interpersonal skills
- Ability to work independently or in a team, proactive and target oriented
- Having good business appearance



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