Bancassurance Advisor - Salatiga

Join Sun Life as a Bancassurance Advisor in Salatiga and become a catalyst for financial security in your community. This dynamic role bridges banking and insurance services, helping clients protect their future through tailored insurance solutions. You'll work collaboratively with bank partners to provide comprehensive financial advice, leveraging your deep understanding of insurance products and your ability to build strong client relationships.

As a Bancassurance Advisor at Sun Life, you'll be at the heart of financial planning, offering personalized insurance solutions that meet the unique needs of each client. Whether it's life insurance, health insurance, or investment-linked products, you'll guide clients through the process with expertise and care. With access to Sun Life's proprietary tools and resources, you'll have the support you need to excel in your role.

Salatiga is your base, but your impact will resonate far and wide. This is an opportunity to grow both professionally and personally, with a company that values your development and recognizes your contributions. If you're passionate about financial security and ready to make a difference, we want to hear from you.

📋 Tanggung Jawab Pekerjaan

• Consult with clients to assess their insurance needs and recommend appropriate products.
• Collaborate with bank partners to provide integrated financial solutions.
• Process insurance applications and manage client accounts using Sun Life's proprietary systems.
• Educate clients on insurance products and financial planning strategies.
• Monitor client portfolios and provide regular reviews and updates.
• Maintain accurate and up-to-date records of client interactions and account information.
• Achieve sales targets and contribute to team performance goals.
• Stay current with industry trends and best practices in insurance and financial services.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Insurance, Business Administration, or a related field.
• Minimum 2 years of experience in insurance sales, financial services, or a related role.
• Certification in insurance products (e.g., Life, Health, or Investment-Linked Insurance) is a plus.
• Strong communication and interpersonal skills to build and maintain client relationships.
• Proficiency in using Microsoft Office Suite and Sun Life's proprietary systems.
• Knowledge of banking and financial services is a plus.
• Ability to work independently and as part of a team in a fast-paced environment.
• Valid driver's license and reliable transportation.

🛠️ Keahlian

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