Bancassurance Financial Advisor - Surabaya, Jombang & Madura Region

Join BRI Life as a Bancassurance Financial Advisor in the Surabaya, Jombang, and Madura region and empower clients with tailored financial solutions. In this dynamic role, you will bridge the gap between banking and insurance, helping customers secure their future with comprehensive protection and investment plans. At BRI Life, you'll have the opportunity to grow your career while making a meaningful impact on your community.

As a Bancassurance Financial Advisor, you'll work closely with clients to understand their financial goals and needs. You'll provide expert advice on insurance products, investment strategies, and retirement planning. Using tools like BRI Life's proprietary CRM system and Microsoft Office Suite, you'll manage client portfolios and ensure they receive personalized financial guidance. This role offers a competitive salary and a supportive work environment, making it an ideal opportunity for professionals looking to advance their careers in the financial services industry.

📋 Tanggung Jawab Pekerjaan

• Assess clients' financial needs and recommend appropriate insurance and investment products
• Conduct market research and stay updated on industry trends and regulations
• Manage client portfolios using BRI Life's proprietary CRM system
• Provide financial education and guidance to clients
• Collaborate with the sales and marketing teams to drive product sales
• Monitor and report on sales performance and client satisfaction
• Build and maintain strong relationships with clients and referral partners
• Participate in training and professional development programs

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Insurance, Business Administration, or a related field
• Minimum of 3 years of experience in financial services, insurance, or banking
• Professional certification in financial planning (e.g., CFP, CIPM) is a plus
• Strong communication and interpersonal skills
• Excellent analytical and problem-solving abilities
• Proficiency in using Microsoft Office Suite and BRI Life's proprietary CRM system
• Ability to work independently and as part of a team
• Valid driver's license and reliable transportation

🛠️ Keahlian

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