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Perbankan & Layanan Finansial 🏢 Full Time ⭐️ Verified

Financial Advisor

Tokio Marine Insurance Indonesia
Semarang, Jawa Tengah
Estimated Salary
Rp 4.000.000 – Rp 12.000.000
Posted Date
4 Mei 2026
Application Deadline
4 Mei 2027

Job Description

Tokio Marine Insurance Indonesia invites proactive, customer-focused professionals to join our team as a Financial Advisor in Semarang, Central Java. In this dynamic role within our life and financial services division, you will help clients protect their families and dreams by offering thoughtful insurance and financial planning solutions from Tokio Marine's trusted product suite. This position combines relationship-building, needs-based consultative selling, and ongoing client support, with a clear path for career growth in a leading insurer.

As a Financial Advisor, you will work directly with individuals and small businesses to assess protection needs, present tailored coverage options, and help clients achieve long-term financial goals. You will benefit from comprehensive onboarding, ongoing training, and access to competitive incentives designed to reward performance, integrity, and client satisfaction. You will join a collaborative team and receive mentorship from experienced professionals, while enjoying a supportive work environment that emphasizes compliance and ethical sales practices.

Join a respected brand in the Indonesian insurance market and develop your expertise in risk protection, financial planning, and client relationship management. We value curiosity, resilience, and a client-centric mindset, and provide the tools and support you need to grow your career while delivering meaningful solutions to clients in Semarang and the surrounding region.

Responsibilities

  • Identify client protection needs and present tailored Tokio Marine insurance and financial planning solutions.
  • Prospect, acquire, and manage a healthy sales pipeline within the Semarang market.
  • Explain policy features, terms, and benefits; ensure compliant disclosure and suitability for each client.
  • Achieve and exceed monthly and quarterly sales targets; maintain accurate activity records in the CRM system.
  • Build and nurture long-term client relationships through periodic reviews and proactive follow-ups.
  • Collaborate with underwriting and product teams to tailor solutions and manage risk exposure.
  • Maintain up-to-date product knowledge; participate in ongoing training and professional development.
  • Ensure all documentation is accurate, complete, and compliant with regulatory requirements.

Qualifications

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Proven sales experience in financial services or insurance (life/health) is preferred.
  • Strong communication, interpersonal, and negotiation skills with a consultative sales approach.
  • Customer-focused, results-driven, and able to work independently as well as in a team.
  • Proficiency with CRM systems and Microsoft Office; ability to manage multiple tasks and deadlines.
  • Willingness to travel locally and work flexible hours as needed.
  • Insurance licensing or readiness to obtain required licenses in Indonesia.
  • High ethical standards, compliance mindset, and commitment to professional integrity.

Required Skills

Insurance products financial planning client relationship management sales cross-selling needs analysis compliance CRM negotiation presentation

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