Financial Advisor Bancassurance Mataram PT Great Eastern Life Indonesia Lombok NTB

Urgently Required!

Come and Join Our GREAT FINANCIAL ADVISOR Team

The Bancassurance Financial Advisor is responsible for promoting and selling insurance products through a bank's branch network. They act as a liaison between the bank and the insurance company, ensuring customers receive tailored financial and insurance solutions that meet their needs.

Key Responsibilities

Sales and Promotion: Promote and sell life, health, and general insurance products to bank customers. Identify customer needs through financial profiling and offer appropriate insurance solutions. Meet or exceed assigned sales targets.

Customer Service: Provide personalized assistance to clients, explaining product features, benefits, and terms. Ensure a seamless customer experience by resolving queries and addressing concerns promptly. Maintain long-term relationships with clients for repeat business and referrals.

Collaboration with Bank Staff: Work closely with bank employees to identify potential leads and cross-sell opportunities. Train bank staff on insurance products and processes to enhance referrals. Participate in branch meetings and activities to strengthen partnerships.

Reporting and Compliance: Maintain accurate records of customer interactions, sales, and transactions. Submit regular sales reports to the Bancassurance Manager. Ensure compliance with regulatory requirements and company policies.

What You Should Have:

Bachelor Degree (S1)

Have experience in Sales at Insurance or Financial Industry is preferred.

Sales Person, Competitive, Good Interpersonal Communication and High Self-Confidence

Have a good communication and negotiation skill

 What Will You Get

 Monthly Allowance

 Health Insurance

 Career Path

 Professional & Personal Development

 

_Thank you and See you on Board_.

Pertanyaan dari perusahaan

Lamaran kamu akan mencakup pertanyaan-pertanyaan berikut:

Which of the following types of qualifications do you have?

What's your expected monthly basic salary?

Do you have experience in a sales role?

How many years' experience do you have as a financial adviser?

How much notice are you required to give your current employer?

How many years' experience do you have as a Sales and Marketing Professional?

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