Bancassurance Advisor Executive - Medan

Join Sun Life as a Bancassurance Advisor Executive in Medan and embark on a rewarding career in the financial services industry. This role offers a unique opportunity to work with a leading insurance provider, helping clients secure their financial future through innovative financial solutions. As a Bancassurance Advisor Executive, you'll be at the forefront of delivering exceptional customer service and driving sales growth for Sun Life in the Medan region.

Sun Life is a trusted name in the insurance industry, known for its commitment to customer satisfaction and financial security. In Medan, we are looking for a dynamic and results-driven professional to join our team and help us achieve our goals. This is your chance to make a meaningful impact on clients' lives while growing your career in a supportive and collaborative environment.

📋 Tanggung Jawab Pekerjaan

• Build and maintain strong relationships with clients to understand their financial needs and provide tailored insurance solutions.
• Conduct market research and analyze client data to identify opportunities for cross-selling and up-selling insurance products.
• Assess clients' risk profiles and recommend appropriate insurance products to ensure their financial security.
• Monitor and manage client portfolios, ensuring they are in compliance with Sun Life's policies and regulations.
• Provide exceptional customer service, addressing client inquiries and concerns promptly and professionally.
• Participate in sales meetings and training sessions to stay updated on Sun Life's products and services.
• Collaborate with the marketing team to develop and implement promotional campaigns to drive sales growth.
• Achieve and exceed sales targets, contributing to the overall success of the Sun Life team in Medan.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• Minimum of 3 years of experience in sales, banking, or a related field, with a proven track record of meeting and exceeding sales targets.
• Strong understanding of insurance products and the ability to explain complex financial concepts to clients in a clear and concise manner.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
• Proficient in using Microsoft Office Suite, particularly Excel and PowerPoint, for data analysis and presentation.
• Certification in financial services or insurance would be a plus.
• Ability to work independently and as part of a team in a fast-paced environment.
• Familiarity with the banking and financial services industry in Indonesia, particularly in Medan, is a plus.

🛠️ Keahlian

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