Insurance and Investment Advisor

We are looking for an enthusiastic Insurance Advisor to contribute in generating sales for our company. You will be responsible for closing sales deals over the phone and maintaining good customer relationships. An effective Insurance Advisor must be an excellent communicator and have superior people skills. They must be comfortable presenting products or...

**Investment Advisor Responsibility** - Develop and maintains a company investor relations plan - Perform a comprehensive competitive analysis, including financial metrics and differentiation - Establish formal investor communication for results announcement. - Need to have a detailed and thorough understanding of the business - Active engagement with major...

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...

**Requirements**: - Must possess Diploma or Bachelor's Degree majored in Finance/Accounting/Banking - Minimum 1 Year experience in the same position (Fresh graduates are welcome to apply) - Have a good skills in Microsoft Office System (Excel & Word) - Good Communication skills and Fluent in English (Both Writing & Speaking) - Proactive, self-driven, desire...

Ephunter Indonesia adalah perusahaan yang bergerak dibidang Konsultan Rekrutmen yang berlokasi di Jakarta, Indonesia. Saat ini klien kami Perusahaan Asuransi (Sun Life) Sedang membutuhkan posisi Senior Insurance Advisor yang akan di tempatkan sesuai domisili. **Kualifikasi**: - Untuk S1/D3 semua jurusan usia 22 - 35 Tahun - Pengalaman sebagai Sales...

Persyaratan Bachelor's Degree in Economics, Business/Finance Management or a related major. More than 3 years experience as M&A sales/advisor in securities company or company/investment management. Business level English. Very good communication skill for building network and relation among customers. Stable career. [Only CV in English will be...

PT FWD Insurance Indonesia (“FWD Insurance”), a joint-venture insurance company and a part of FWD Group, previously known as PT Commonwealth Life, has successfully merged with PT FWD Life Indonesia (“FWD Life”) as of 1 December 2020 and will be known as FWD Insurance. The merger of FWD Life and FWD Insurance has led to a more comprehensive range of...

PT FWD Insurance Indonesia (“FWD Insurance”), a joint-venture insurance company and a part of FWD Group, previously known as PT Commonwealth Life, has successfully merged with PT FWD Life Indonesia (“FWD Life”) as of 1 December 2020 and will be known as FWD Insurance. The merger of FWD Life and FWD Insurance has led to a more comprehensive range of...

1. Responsible for directing and guiding the Insurance Advisor (IA) method of selling, offering, and handling products to Customers 2. Lead and monitor activities of every IA to ensure effective performance. 3. Support and monitor the quality of phone calls including call activities and how to communicate with customers. 4. Provide motivation to IA through...

**Key Responsibilities** - Analyze multi-asset investment products (fixed income, equity and mutual funds) and communicate the content in multiple formats - Stay up to date with general capital market developments: new investment products, investment sentiment & themes and any other factors that can affect the markets. - Responsible for being an advisor or a...

PT FWD Insurance Indonesia (“FWD Insurance”), a joint-venture insurance company and a part of FWD Group, previously known as PT Commonwealth Life, has successfully merged with PT FWD Life Indonesia (“FWD Life”) as of 1 December 2020 and will be known as FWD Insurance. The merger of FWD Life and FWD Insurance has led to a more comprehensive range of...

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. - It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030._ - And to get there, we need...

**Job Summary** - Drive advisory model to execution by increasing customer penetration to ntp and ppc and portfolio review - Enforce needs base conversation & treating customer fairly on every advisory given to frontlines as well as for clients **Responsibilities** - Drive advisory model to execution by increasing customer penetration to ntp and ppc and...

Job Summary- The Credit Analyst will work as part of the fixed-income team, to provide credit opinions for investment grade and high-yield portfolios managed in-house. Responsibility includes robust analysis on investing/ divesting decisions, security selection, sector analysis/ opinion, and ESG investing analysis.- Job Qualifications- Education- University...

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career...

PT FWD Insurance Indonesia (“FWD Insurance”), a joint-venture insurance company and a part of FWD Group, previously known as PT Commonwealth Life, has successfully merged with PT FWD Life Indonesia (“FWD Life”) as of 1 December 2020 and will be known as FWD Insurance. The merger of FWD Life and FWD Insurance has led to a more comprehensive range of...

15,000,000 IDR ~ 30,000,000 IDR - Jakarta- Bachelor's Degree majoring in Mathematics, Economics, Accounting, and Management - Min 10 years of experience as an Equity Analyst (stocks and mutual funds) - Working experience in Financial company/Securities /Asset management and similar industry - Have experience in equity analysis (stocks and mutual funds) -...

Deskripsi Pekerjaan: Kami mencari seorang Life Insurance Planner yang berdedikasi untuk bergabung dengan tim kami di perusahaan asuransi terkemuka. Life Insurance Planner kami akan bertanggung jawab untuk membantu pelanggan merencanakan dan melindungi masa depan finansial mereka melalui solusi asuransi yang sesuai. Tanggung Jawab Utama: - Mengidentifikasi...

**_Corporate Secretary_** **_ As Corporate Secretary each day, you'll be..._** - Maintain and manage company legal documents, including company deed documents, investment placement agreements, OJK letters, and documents related to litigation, both in soft and hard copy formats. - Monitor and track due dates for various legal documents to ensure compliance...

14,000,000 IDR ~ 18,000,000 IDR - Jakarta- Education : Min. Bachelor's degree - Language : English (Communicative/Business); Japanese (JLPT N2) - Experience : Experience in Fund Investment Company, Research & Analyst Company, or Finance Company. - ================================================= - Subject: [WEBSITE ENTRY] Position Name/Job ID -...