Bancassurance Advisor Executive - Open for Customer Service Professionals

Join Sun Life as a Bancassurance Advisor Executive and become part of a dynamic team dedicated to providing exceptional financial solutions to our valued customers. This role is perfect for individuals with a background in customer service or banking who are eager to grow their career in the financial services industry. Based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, you will have the opportunity to work in a vibrant and diverse environment.

As a Bancassurance Advisor Executive, you will play a crucial role in helping customers understand and choose the right financial products that meet their needs. You will work closely with our sales and customer service teams to ensure a seamless and personalized experience. This role offers a competitive salary and a range of benefits, including health insurance, retirement plans, and professional development opportunities.

If you are passionate about financial services and want to make a difference in people's lives, we invite you to apply for this exciting opportunity at Sun Life.

📋 Tanggung Jawab Pekerjaan

• Assess customers' financial needs and recommend suitable products and services.
• Provide exceptional customer service and build strong relationships with clients.
• Conduct market research and stay updated on industry trends and regulations.
• Collaborate with sales and customer service teams to ensure a seamless customer experience.
• Use CRM software to manage customer interactions and track sales performance.
• Attend training sessions and certifications to enhance your knowledge and skills.
• Monitor and report on key performance indicators to drive continuous improvement.
• Participate in team meetings and contribute to the development of sales strategies.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, or a related field.
• Minimum of 3 years of experience in customer service or banking.
• Strong knowledge of financial products and services, including insurance and banking.
• Excellent communication and interpersonal skills.
• Proficiency in using CRM software such as Salesforce or Microsoft Dynamics.
• Ability to work independently and as part of a team.
• Certification in financial services or a related field is a plus.
• Fluency in English and Bahasa Indonesia.

🛠️ Keahlian

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