Bancassurance Advisor Executive - Bank Syariah Nasional

Join Sun Life as a Bancassurance Advisor Executive and become part of a dynamic team dedicated to providing exceptional financial solutions through Bank Syariah Nasional in Karawang. This role offers a unique opportunity to build a rewarding career in the financial services industry while making a meaningful impact on the community.

As a Bancassurance Advisor Executive, you will be at the forefront of helping clients navigate their financial journeys, offering tailored insurance and investment solutions that meet their unique needs. You'll work closely with Bank Syariah Nasional to ensure seamless and compliant financial services, leveraging your expertise to drive sales and customer satisfaction.

In this role, you will use industry-leading tools such as Salesforce, Microsoft Office Suite, and specialized bancassurance software to manage client interactions and transactions efficiently. The ideal candidate will thrive in a fast-paced environment, demonstrating strong communication skills, a deep understanding of Sharia-compliant finance, and a commitment to delivering exceptional service.

📋 Tanggung Jawab Pekerjaan

• Consult with clients to understand their financial needs and recommend suitable insurance and investment products.
• Assist in the processing and administration of insurance policies and investment transactions.
• Collaborate with the sales and marketing teams to promote financial products and services.
• Provide exceptional customer service, ensuring client satisfaction and retention.
• Stay up-to-date with industry trends, regulations, and best practices in bancassurance.
• Conduct regular client reviews and updates to ensure policies and investments remain aligned with client goals.
• Monitor sales performance and contribute to meeting team and individual targets.
• Participate in training and development programs to enhance skills and knowledge.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum 2 years of experience in bancassurance, insurance sales, or financial services.
• Certification in Sharia-compliant finance (e.g., CFP, CFA, or similar) is a plus.
• Strong understanding of insurance and investment products, particularly those offered by Bank Syariah Nasional.
• Excellent communication and interpersonal skills.
• Proficiency in using Salesforce, Microsoft Office Suite, and other relevant software.
• Ability to work independently and as part of a team in a fast-paced environment.
• Commitment to delivering exceptional customer service and achieving sales targets.

🛠️ Keahlian

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