Job Description
Are you a driven sales professional looking to make a significant impact in the financial sector? PFI Mega Life invites you to join our team as a Bancassurance Specialist in Medan. We are a leading Indonesian insurer dedicated to delivering exceptional protection and savings solutions to a wide range of customers. As a Bancassurance Specialist, you will play a pivotal role in expanding our presence within the banking network. You will be responsible for developing strong relationships with bank partners, promoting our diverse insurance products, and driving sales growth directly from the banking channel. This is a fantastic opportunity for individuals who are ambitious, customer-focused, and ready to advance their career in a dynamic and supportive environment. Join us in our mission to provide financial security to the community through strategic banking partnerships.
Responsibilities
- Develop and maintain strong relationships with bank partners and branch managers to ensure mutual growth.
- Conduct regular product presentations and internal trainings for bank staff to enhance product knowledge.
- Identify and generate sales leads through existing banking networks and cross-selling opportunities.
- Execute effective sales strategies to meet and exceed monthly and quarterly sales targets.
- Follow up on customer inquiries and ensure a smooth application and underwriting process.
- Collaborate closely with the operations team to ensure accurate documentation and compliance with regulations.
- Monitor market trends and competitor activities to adapt sales approaches accordingly.
Qualifications
- Degree (S1) in any field of study is required.
- Previous experience in sales, customer service, or the insurance/banking industry is a strong plus.
- Excellent interpersonal and communication skills, with the ability to build rapport quickly.
- Strong negotiation skills and a persuasive, target-oriented mindset.
- High level of self-motivation and the ability to work independently in a field-based role.
- Valid driver's license is required for traveling to various bank branches.