Bancassurance Sales Specialist

Join Dana Purna Investama, a trusted name in financial solutions, as a Bancassurance Sales Specialist in the vibrant region of Buleleng, Bali. This is an exceptional opportunity to build a rewarding career in the financial services industry while contributing to the financial well-being of our community. As a Bancassurance Sales Specialist, you will be at the forefront of helping clients secure their financial future through innovative and tailored insurance solutions.

At Dana Purna Investama, we are committed to providing exceptional financial services to our clients. Our Bancassurance Sales Specialists play a crucial role in this mission by leveraging their extensive knowledge of insurance products to meet the diverse needs of our clients. Working in Buleleng, Bali, you will have the chance to make a meaningful impact in a beautiful and culturally rich environment.

In this role, you will be responsible for identifying insurance needs, developing and presenting insurance solutions, and closing sales. You will work closely with our bank partners to ensure seamless integration of insurance products into our clients' financial plans. This position offers a unique blend of sales and customer service, providing you with the opportunity to grow both personally and professionally.

📋 Tanggung Jawab Pekerjaan

• Identify insurance needs of clients through consultations and market research.
• Develop and present tailored insurance solutions to meet clients' financial goals.
• Conduct sales presentations and negotiate deals to close insurance policies.
• Collaborate with bank partners to integrate insurance products into clients' financial plans.
• Provide excellent customer service by addressing client inquiries and resolving issues promptly.
• Maintain accurate records of client interactions and insurance policies.
• Stay updated on industry trends and new insurance products to provide clients with the best solutions.
• Achieve sales targets and contribute to the overall success of the bancassurance team.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, or a related field.
• Minimum of 2 years of experience in sales, banking, or insurance.
• Proven track record of achieving sales targets in a similar role.
• Strong communication and negotiation skills.
• Excellent customer service and relationship-building abilities.
• Proficiency in using Microsoft Office Suite (Excel, Word, PowerPoint).
• Knowledge of bancassurance products and insurance solutions.
• Ability to work independently and as part of a team in a fast-paced environment.

🛠️ Keahlian

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