Bancassurance Financial Advisor - Yogyakarta Region (Cilacap, Yogyakarta, Solo)

Join BRI Life as a Bancassurance Financial Advisor in the vibrant Yogyakarta region (covering Cilacap, Yogyakarta, and Solo) and empower clients with tailored financial solutions. In this dynamic role, you will bridge the gap between banking and insurance, helping clients secure their future with comprehensive financial products. As part of a leading financial institution, you will have the opportunity to grow your career in a supportive and innovative environment.

At BRI Life, our Bancassurance Financial Advisors play a crucial role in providing clients with expert advice on insurance and banking products. You will work closely with clients to understand their financial goals and needs, offering personalized solutions that address their unique circumstances. With a focus on building long-term relationships, you will be the go-to expert for clients seeking financial security.

📋 Tanggung Jawab Pekerjaan

• Consult with clients to understand their financial needs and goals.
• Recommend and sell BRI Life insurance and banking products tailored to clients' requirements.
• Provide expert advice on investment, retirement, and protection solutions.
• Assist clients in managing their portfolios and ensuring optimal financial outcomes.
• Stay updated with industry trends and regulatory changes to provide informed advice.
• Build and maintain strong relationships with clients to foster trust and loyalty.
• Collaborate with the sales and marketing teams to drive product awareness and sales.
• Achieve and exceed sales targets to contribute to the team's success.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3 years of experience in financial services, insurance, or banking.
• Certification in financial planning, insurance, or a related field is a plus.
• Strong communication and interpersonal skills to build client relationships.
• Proficient in using Microsoft Office Suite, particularly Excel and PowerPoint.
• Familiarity with bancassurance products and processes.
• Ability to work independently and as part of a team in a fast-paced environment.
• Commitment to ethical business practices and client confidentiality.

🛠️ Keahlian

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