Job Description
Are you a high-energy sales professional with a passion for financial planning? BNI Life Insurance is seeking a dedicated Bancassurance Specialist to join our team in Tanjung Balai Karimun. In this role, you will act as a key liaison between BNI Life Insurance and Bank BNI, providing comprehensive insurance solutions to bank customers.
You will be responsible for driving individual insurance sales, building long-term relationships with bank branch staff, and ensuring that our customers receive the best-in-class protection products tailored to their financial goals. This is an excellent opportunity for results-oriented professionals looking to build a high-impact career within a prestigious financial institution.
Responsibilities
- Proactively market and sell BNI Life Insurance bancassurance products to existing Bank BNI customers.
- Provide expert financial advice to help clients select the most suitable insurance and investment solutions.
- Build and maintain strong, collaborative relationships with Bank BNI branch personnel to foster business growth.
- Conduct professional presentations and seminars for bank clients and stakeholders.
- Achieve and exceed monthly sales targets and key performance indicators (KPIs).
- Manage the end-to-end sales process, from initial prospecting and customer education to policy closing and after-sales service.
- Maintain accurate records of client interactions and sales activities within the company CRM system.
Qualifications
- Minimum Bachelor’s degree (S1) from any field.
- Proven track record in sales, preferably within the insurance or banking industry (Bancassurance experience is a strong plus).
- Strong communication and interpersonal skills with the ability to influence and negotiate.
- Highly self-motivated, target-driven, and capable of working independently in a fast-paced environment.
- Professional appearance and demeanor, suitable for a banking office environment.
- Customer-centric mindset with a deep interest in financial planning and protection.
- Willingness to be based in Tanjung Balai Karimun and collaborate closely with BNI branch staff.