Financial Advisor

4 days ago


Surabaya, 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



  • Surabaya, Indonesia AXA Mandiri Financial Services - FA Recruitment Full time

    l keuangan nasabah. Financial Advisor memiliki peran penting sebagai ujung tombak perusahaan yang mencakup layanan sales dan service. Sales dimana Financial Advisor bertugas untuk merencanakan, dan memasarkan produk asuransi sesuai dengan kebutuhan nasabah sedangkan Service dimana FA juga berperan dalam pelayanan klaim ataupun komplain asuransi dari nasabah...

  • Financial Advisor

    6 days ago


    Surabaya, Indonesia JagaKeuangan.com Full time

    We are looking for a dedicated and knowledgeable individual to join our team as a Financial Advisor. In this role, you will provide expert financial planning and advisory services to help clients achieve their financial goals and secure their financial future. Responsibilities - Conduct comprehensive financial assessments to understand clients’ financial...

  • Financial Advisor

    20 hours ago


    Surabaya, Indonesia Asuransi Tokio Marine Indonesia PT Full time

    Basic allowance 5jt/bulan - Mengikuti Financial Training - Jenjang Karir - Komisi, trip bonus ke luar negeri - Domislili dan penempatan Surabaya, Denpasar - Pria/wanita berpenampilan rapi, menarik - Usia 25-45 tahun - Jenjang pendidikan mínimal diploma - Pengalaman min 2 tahun penjualan - Kemampuan komunikasi yang baik - Terbiasa dengan target


  • Surabaya, Indonesia FIRSTALINDO SURABAYA Full time

    Kualifikasi: - Fresh Graduate are welcome - Pendidikan diutamakan D3/S1 semua jurusan - Memiliki skill komunikasi yang bagus - Berpenampilan rapih - Bersedia ditempatkan di Surabaya Tugas dan Tanggung Jawab: Mengidentifikasi calon atau prospek klien Melakukan visit kepada klien Mengembangkan dan membina hubungan baik dengan klien Memperkenalkan dan...

  • Financial Controller

    2 weeks ago


    Surabaya, Indonesia PERSOLKELLY Indonesia Full time

    **Location**: - Surabaya- Surabaya**Work Type**: - Full Time- PERSOLKELLY is one of the largest recruitment firms in Asia Pacific providing clients with comprehensive end-to-end workforce solutions, enabling us to leverage their connections as one of the largest recruiting firms in Asia Pacific.- We are now seeking a position as a FInancial Controller who...

  • Marketing

    7 days ago


    Surabaya, Indonesia FIRSTALINDO Full time

    **Kualifikasi**: - Usia min. 25th & berpenampilan menarik - Pendidikan Min. D3/S1 - Pengalaman dalam bidang pemasaran min. 2-3 tahun - Mampu membuat konsep dan strategi pemasaran yang terintegrasi - Mampu mengelola banyak tugas dalam kerangka waktu - Inisiatif, berpikiran terbuka, kepemimpinan yang kuat, keterampilan organisasi dan delegasi - Memiliki...


  • Surabaya, Indonesia PT Binakarya Nasional Terbuka (BNT) Global Full time

    Persyaratan Persyaratan Usia 25-40 tahun Memiliki achievement drive dan entrepreneurship yang tinggi Diutamakan berpengalaman di bidang sales/marketing Memiliki motivasi untuk mencapai goal dan target Memiliki dan mampu membangun jaringan koneksi (networking) yang luas Kritis/tajam dalam analisa kebutuhan klien Kualifikasi mana yang cocok untuk...


  • Surabaya, Indonesia Agent & Co Full time

    Bancassurance (Area Surabaya) - Pendidikan mínimal S1 semua jurusan - Berpenampilan menarik dan rapi - Wanita, usia 25-35 tahun - Memiliki pengalaman sebagai Bancassurance Consultant/Financial Advisor Asuransi Jiwa/Sales Funding (Min 1-2 tahun) - Kemampuan Komunikasi dan Interpersonal yang baik - Diutamakan kemampuan berbahasa Inggris (Passive) -...


  • Surabaya, Indonesia PT Link Net Tbk Full time

    **Responsibilities**: - Be the primary point of contact and build long-term relationships with customers - Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors - Ensure the timely and successful delivery of our solutions according to customer needs and objectives - Communicate clearly the progress of...

  • Relationship Manager

    3 weeks ago


    Surabaya, Indonesia LX Advisory Service Full time

    Be the primary point of contact between the respective customers and Lirunex. - Develop a deep understanding of partners’ and traders’ respective markets, competitive analysis and partner strategies for growth. - Build a pipeline of new potential partners; Social. - Forum / Channel participation. - Ensure compliance and adherence of business, regulatory...

  • Life Planner Aia

    1 week ago


    Surabaya, Indonesia PT Binakarya Nasional Terbuka (BNT) Global Full time

    Persyaratan Kualifikasi Sertifikat Professional / Sarjana (S1) Pengalaman Kerja Memiliki pengalaman di bidang keuangan adalah Bonus Bersedia diinterview Kualifikasi mana yang cocok untuk Anda? **Premier Academy**: - Berusia antara 25-40 Tahun - Pendidikan min. S1 - Pengalaman kerja 1-5 tahun - Pendapatan terakhir Rp5-10 Juta **Premier Academy...