Bancassurance Officer

Join Dana Purna Investama as a Bancassurance Officer in the vibrant region of Buleleng, Bali. This role offers a unique opportunity to provide trusted financial solutions to clients while enjoying a competitive salary, performance bonuses, and a clear career progression path. As a Bancassurance Officer, you'll be at the forefront of helping clients secure their financial futures through innovative insurance products.

In this dynamic role, you'll work closely with clients to understand their financial needs and recommend suitable insurance solutions. You'll leverage your expertise in bancassurance to build strong relationships with clients, ensuring their needs are met with tailored financial products. This position is ideal for those looking to make a meaningful impact in the financial services industry while enjoying the unique beauty and culture of Bali.

Dana Purna Investama is a leading financial services provider committed to delivering exceptional value to its clients. With a strong focus on innovation and customer satisfaction, the company provides a supportive and collaborative work environment where your skills and contributions are valued.

📋 Tanggung Jawab Pekerjaan

• Assess clients' financial needs and recommend suitable insurance products.
• Build and maintain strong relationships with clients to ensure their financial security.
• Process insurance applications and manage client inquiries efficiently.
• Leverage CRM systems to track client interactions and sales.
• Conduct regular follow-ups with clients to ensure policy compliance and satisfaction.
• Stay updated with industry trends and regulatory requirements to provide informed advice.
• Collaborate with the sales and marketing teams to drive bancassurance initiatives.
• Provide exceptional customer service to build client loyalty and trust.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum 2 years of experience in bancassurance, insurance sales, or a related role.
• Proficiency in using CRM systems such as Salesforce or similar platforms.
• Strong communication and interpersonal skills to build client relationships.
• Certification in insurance products or financial services is a plus.
• Knowledge of local insurance regulations and industry standards.
• Ability to work independently and manage multiple tasks effectively.
• Fluency in Bahasa Indonesia and English is required.

🛠️ Keahlian

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