Bancassurance Financial Advisor - Regional Jakarta (Jabodetabek)

Join BRI Life as a Bancassurance Financial Advisor in the dynamic Jakarta Pusat region and play a pivotal role in empowering clients with tailored financial solutions. This is your opportunity to build a rewarding career in the financial services sector, leveraging your expertise to guide clients through their financial journeys. At BRI Life, you'll be part of a team dedicated to providing innovative and personalized financial products, using cutting-edge tools like Salesforce and CRM systems to streamline your workflow.

As a Bancassurance Financial Advisor, you'll be at the forefront of delivering exceptional customer service, helping clients navigate insurance and financial planning options. You'll work closely with BRI's extensive network of branches to ensure seamless service delivery, utilizing your strong communication and negotiation skills to build lasting client relationships.

📋 Tanggung Jawab Pekerjaan

• Provide personalized financial advice and insurance solutions to clients, leveraging BRI Life's product portfolio.
• Conduct market research and stay updated on industry trends to offer the best financial recommendations.
• Manage and grow client portfolios by identifying cross-selling and up-selling opportunities.
• Utilize Salesforce and CRM systems to track client interactions and manage sales pipelines.
• Train and mentor junior staff to ensure high standards of service and sales performance.
• Collaborate with BRI's branch network to deliver integrated financial services.
• Ensure compliance with regulatory requirements and internal policies.
• Participate in team meetings and contribute to the development of sales strategies.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum 3 years of experience in financial services, preferably in insurance or bancassurance.
• Professional certification in financial planning (e.g., CFP, ChFC) is a plus.
• Strong understanding of insurance products and financial planning concepts.
• Excellent communication and negotiation skills.
• Proficient in using Salesforce and CRM systems.
• Ability to work independently and as part of a team.
• Fluent in both written and spoken Indonesian and English.

🛠️ Keahlian

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