Bancassurance Sales Consultant

Join Dana Purna Investama as a Bancassurance Sales Consultant in beautiful Buleleng, Bali, and become part of a dynamic team dedicated to providing trusted financial solutions to our valued clients. This role offers a competitive salary, performance-based bonuses, and the opportunity to work in a vibrant and growing market. As a Bancassurance Sales Consultant, you will play a crucial role in helping clients navigate the complex world of financial products, ensuring they make informed decisions that align with their financial goals.

At Dana Purna Investama, we pride ourselves on our commitment to excellence and our dedication to our clients. Our team is composed of highly skilled professionals who are passionate about delivering exceptional service. We offer a collaborative and supportive work environment where you can grow both personally and professionally. Located in Buleleng, Bali, you will have the opportunity to enjoy a high quality of life while contributing to the success of our company.

In this role, you will be responsible for identifying and developing new business opportunities, building and maintaining strong relationships with clients, and providing expert advice on a wide range of financial products. You will use our advanced sales tools and CRM systems to track and manage your pipeline, ensuring that you meet your targets and exceed client expectations.

📋 Tanggung Jawab Pekerjaan

• Identify and develop new business opportunities through proactive sales activities.
• Build and maintain strong relationships with clients to ensure their financial needs are met.
• Provide expert advice on a wide range of financial products, including life insurance, retirement plans, and investment solutions.
• Use CRM systems such as Salesforce to track and manage your pipeline, ensuring that you meet your targets and exceed client expectations.
• Collaborate with cross-functional teams to deliver comprehensive financial solutions to clients.
• Conduct regular client meetings and reviews to ensure ongoing satisfaction and retention.
• Stay up-to-date with industry trends and regulatory changes to provide informed advice to clients.
• Achieve and exceed sales targets through effective sales strategies and techniques.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, or a related field.
• Minimum of 3 years of experience in sales, particularly in the financial services industry.
• Strong understanding of bancassurance products and services.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain strong client relationships.
• Proficiency in using CRM systems such as Salesforce.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.

🛠️ Keahlian

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