Bancassurance Specialist

Join PERSOL as a Bancassurance Specialist and play a pivotal role in driving financial solutions through strategic partnerships with banking institutions. This contract position offers a unique opportunity to leverage your expertise in financial sales and bancassurance in the vibrant city of Bali. As a Bancassurance Specialist, you will be at the forefront of connecting clients with tailored financial products, ensuring their needs are met with precision and care.

At PERSOL, we are committed to excellence and innovation. With a rich history spanning over two decades, we have established ourselves as a trusted name in the financial services industry. Our team is dedicated to providing top-notch services and fostering a culture of continuous learning and growth. In this role, you will have the chance to work with cutting-edge tools such as Salesforce, CRM systems, and financial modeling software, all while contributing to our mission of empowering our clients.

📋 Tanggung Jawab Pekerjaan

• Develop and maintain strategic partnerships with banking institutions to drive bancassurance initiatives.
• Identify and pursue new bancassurance opportunities to expand our client base and revenue streams.
• Conduct market research and analysis to stay ahead of industry trends and client needs.
• Create and present compelling financial proposals to clients, highlighting the benefits of our products and services.
• Manage and track the performance of bancassurance programs, ensuring they meet our targets and KPIs.
• Provide exceptional customer service and support to clients, addressing their queries and concerns promptly.
• Collaborate with cross-functional teams to ensure seamless execution of bancassurance projects.
• Stay updated with regulatory requirements and industry best practices to ensure compliance and risk management.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• 3-5 years of experience in financial sales, bancassurance, or a similar role in the banking or insurance industry.
• Proven track record of achieving sales targets and driving revenue growth.
• Strong knowledge of banking products and services, including loans, deposits, and insurance.
• Excellent communication and negotiation skills, with the ability to build rapport with clients and stakeholders.
• Proficiency in English, both written and spoken.
• Familiarity with CRM systems and financial modeling software is a plus.
• Ability to work independently and as part of a team in a fast-paced environment.

🛠️ Keahlian

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