Wealth Management Advisor

1 week ago


Jakarta, Jakarta, Indonesia Zurich Insurance Full time 50,000,000 - 150,000,000 per year

Sebuah Kesempatan berkarir sebagai Wealth Management Advisor untuk mendapatkan kebebasan finansial anda

Penempatan di Kantor Cabang Bank yang bekerja sama dengan Zurich Topas Life, tugas utama sebagai sales & menjalin hubungan yang baik dengan klien.

Deskripsi Pekerjaan:

  • Bertanggung jawab untuk membangun dan memelihara hubungan yang solid dengan staf bank untuk memfasilitasi kebutuhan nasabah dan bisnis
  • Mengidentifikasi dan menjual produk asuransi sesuai dengan kebutuhan nasabah sekaligus mencapai target penjualan
  • Memberikan pelayanan prima kepada pelanggan (existing dan potential) dengan menjaga hubungan yang erat dan mengelola portofolio
  • Melakukan layanan purna jual kepada pelanggan, seperti menangani keluhan, melayani klaim, dan/atau perubahan kebijakan
  • Memantau aktivitas promosi penjualan, acara klien, dan acara fokus group discussion di cabang
  • Memberikan laporan harian

Kualifikasi:

  • Minimal Diploma dari Universitas terkemuka
  • Memiliki pengalaman minimal 1 tahun sebagai bancassurance
  • Memiliki komunikasi dan kepribadian yang baik
  • Dapat bekerja tim maupun individu, proaktif dan berorientasi pada target
  • Memiliki penampilan profesional yang baik

Area Penempatan:

  • Jakarta
  • Bandung
  • Batam
  • Jambi
  • Samarinda
  • Balikpapan
  • Surabaya
  • Jember
  • Yogyakarta
  • Semarang
  • Solo


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