Bancassurance Sales Executive - Financial Solutions Specialist

Empower clients with trusted financial solutions in the dynamic market of Batam, Kepulauan Riau. Join Dana Purna Investama as a Bancassurance Sales Executive and be part of a team that delivers innovative and tailored financial products. This role offers a competitive salary, performance-based bonuses, and a supportive work environment to help you grow your career.

As a Bancassurance Sales Executive, you will engage with clients to understand their financial needs and provide them with the best financial solutions. You will work closely with the sales team to achieve monthly targets and contribute to the company's growth. This role requires a proactive attitude, excellent communication skills, and a strong understanding of financial products.

Dana Purna Investama is a leading financial services provider in Indonesia, committed to delivering exceptional value to our clients. We offer a wide range of financial products and services, including insurance, investment, and banking solutions. Our team is dedicated to helping clients achieve their financial goals and secure their future.

📋 Tanggung Jawab Pekerjaan

• Engage with clients to understand their financial needs and provide tailored financial solutions.
• Achieve monthly sales targets by effectively promoting and selling financial products.
• Build and maintain strong relationships with clients to ensure their satisfaction and loyalty.
• Conduct market research to identify new opportunities and trends in the financial industry.
• Provide excellent customer service and support to clients throughout the sales process.
• Collaborate with the sales team to develop and implement effective sales strategies.
• Stay updated with the latest financial products and services offered by Dana Purna Investama.
• Participate in team meetings and training sessions to enhance your sales skills and knowledge.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 2 years of experience in sales or a related field, preferably in the financial services industry.
• Strong understanding of financial products and services, including insurance, investment, and banking solutions.
• Excellent communication and interpersonal skills to effectively engage with clients.
• Proactive attitude and ability to work independently and as part of a team.
• Familiarity with CRM software such as Salesforce or HubSpot is a plus.
• Ability to meet monthly sales targets and achieve performance-based bonuses.
• Valid ID card and clean criminal record.

🛠️ Keahlian

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