Financial Advisor

5 days ago


Jakarta, Indonesia RecruitFirst Indonesia Full time

Position: Premier Bancassurance Consultant
Location: Many areas across Indonesia

The objective of Premier Bancassurance Life Consultants is to promote, educate and sell insurance products through our partner Banks Branch to Affluent or high-end network segment. Successful performance will be achieved by developing strong relationship with the Branch staff, providing ongoing education and product knowledge to Relationship Managers or personal bankers and providing referred customers with products and solutions that address the customer’s needs.

Job Summary:

- Develop and Maintain Branch Relationship
- Follow up Sales Leads/Referrals
- Servicing Existing Customers
- Product Knowledge
- Sell Solutions
- Reporting & Presentation
- Compliance
- Professional Conduct

Requirement:

- Education - Bachelor's Degree in any field
- Experience - At least 3 years of working experience in the related field is required for this position (Costumer Service in Banking, Direct Sales in Insurance Company handling for HNW Customer)
- Have a good knowledge related to Wealth Management/ certification Financial Planning is a plus
- Excellent verbal and written communication skills
- Must be comfortable managing communication and relationship with executive level contacts

**Salary**: Rp10,000,000 - Rp15,000,000 per month

**Experience**:

- Insurance Sales/Marketing: 3 years (preferred)


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