Bancassurance Sales Consultant - Competitive Salary & Career Growth

Join Dana Purna Investama as a Bancassurance Sales Consultant in Buleleng, Bali and help clients secure their financial future with trusted insurance and investment solutions. This role offers a competitive base salary (Rp 4M–6M/month) and a chance to grow your career in a dynamic and supportive environment. As a Bancassurance Sales Consultant, you'll be at the forefront of financial planning, using tools like Salesforce and Microsoft Office to manage client relationships and drive sales.

At Dana Purna Investama, we are committed to providing comprehensive financial solutions to our clients. Our team is dedicated to helping individuals and families build a secure financial future through tailored insurance and investment products. Located in the beautiful island of Bali, you'll enjoy a work environment that balances professional growth with a high quality of life.

In this role, you will be responsible for identifying and meeting the financial needs of our clients, providing personalized advice on insurance and investment products. You'll work closely with our team of experts to ensure that our clients receive the best possible service and support. Whether you're a seasoned sales professional or just starting out, this is an excellent opportunity to join a company that values your expertise and offers ample opportunities for career advancement.

📋 Tanggung Jawab Pekerjaan

• Identify and meet the financial needs of clients through personalized insurance and investment advice.
• Build and maintain strong client relationships using Salesforce and Microsoft Office.
• Conduct market research to stay updated on industry trends and client needs.
• Collaborate with the sales and marketing teams to drive product awareness and sales.
• Provide training and support to junior team members.
• Achieve and exceed sales targets through effective sales strategies and techniques.
• Monitor and report on sales performance and market trends.
• 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 2 years of experience in sales, insurance, or financial services.
• Proficient in using Salesforce and Microsoft Office.
• Strong communication and interpersonal skills.
• Ability to work well under pressure and meet deadlines.
• Certification in financial services or insurance would be an advantage.
• Familiarity with bancassurance products and services.
• Ability to travel to client locations as required.

🛠️ Keahlian

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