Bancassurance Sales Specialist (Financial Solutions Advisor)

Join Dana Purna Investama, a trusted name in financial services, as a Bancassurance Sales Specialist in Batam Kota, Kepulauan Riau. In this dynamic role, you will be at the forefront of delivering tailored financial solutions to clients, helping them achieve their financial goals. With a strong focus on customer satisfaction and business growth, you'll work closely with our team of experts to provide comprehensive financial advice and solutions.

As a Bancassurance Sales Specialist, you'll be responsible for identifying client needs and recommending suitable financial products. You'll leverage your extensive knowledge of financial products and services to build strong relationships with clients, ensuring their financial well-being. This role offers a unique opportunity to grow your career in the financial services industry, with the support and resources provided by Dana Purna Investama.

📋 Tanggung Jawab Pekerjaan

• Identify and assess client needs to recommend suitable financial products and services
• Provide personalized financial advice and solutions to clients
• Build and maintain strong relationships with clients to ensure their financial well-being
• Collaborate with the sales and marketing team to promote financial products and services
• Monitor market trends and industry developments to stay informed and make data-driven recommendations
• Achieve sales targets and contribute to the growth of the financial services portfolio
• Provide excellent customer service and support to clients throughout the sales process
• Stay up-to-date with regulatory requirements and industry best practices

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3 years of experience in sales, financial services, or a related field
• Strong knowledge of financial products and services, including insurance, investments, and banking
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficient in using CRM software and other sales tools
• Familiarity with bancassurance and financial solutions is a plus
• Certification in financial services or a related field is a plus

🛠️ Keahlian

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