Introduction
Sun Life Indonesia, a leading Canadian‑based provider of financial services and solutions, is expanding its Bancassurance footprint in the Bogor region. We are seeking a dynamic Executive Bancassurance Advisor who is passionate about helping families achieve financial security and a healthier lifestyle. This role offers a unique blend of sales, relationship management, and strategic marketing within a fast‑growing insurance ecosystem.
Responsibilities
- Develop and execute comprehensive marketing strategies for Sun Life’s insurance products through Bancassurance channels, targeting both existing and prospective bank clients.
- Maintain and nurture strong relationships with the Bank Partner’s sales force, ensuring seamless collaboration and alignment of goals.
- Identify cross‑selling opportunities, conduct product presentations, and tailor solutions to meet the specific financial needs of bank customers.
- Perform regular market analysis to track competitor activities, emerging trends, and regulatory changes that could impact product positioning.
- Prepare and deliver performance reports, forecast sales pipelines, and propose corrective actions to achieve monthly and quarterly targets.
- Act as the primary point of contact for all Bancassurance‑related inquiries, providing timely support and problem‑solving for both internal teams and bank partners.
- Participate in training sessions, workshops, and industry conferences to stay current on insurance best practices and sales techniques.
Requirements
- Minimum education: D3/D4 (Associate or Bachelor degree) in Business, Finance, or a related field.
- Maximum age: 40 years.
- Gender: Open to all genders.
- At least 1 year of proven experience in Bancassurance sales, relationship officer roles, or telemarketing within the insurance or banking sector.
- Demonstrated ability to adapt to diverse sales environments and meet aggressive targets.
- Excellent communication, negotiation, and interpersonal skills with a professional, representative appearance.
- Willingness to be placed in the Bogor bank‑partner area and travel between the bank and Sun Life offices as needed.
- Strong analytical mindset, capable of interpreting data to drive strategic decisions.
Benefits
- Competitive fixed monthly salary complemented by uncapped commission and performance‑based bonuses.
- Comprehensive health insurance covering medical, dental, and vision care.
- Clear career progression pathway – opportunities to become a team leader and manage your own sales team.
- Extensive training program covering product knowledge, sales techniques, leadership development, and regulatory compliance.
- Annual reward trips abroad for top performers, fostering motivation and team spirit.
- Standard work schedule: Monday‑Friday, 08:00 – 17:00, with a supportive work‑life balance.
About Company
Sun Life Indonesia operates under the umbrella of Sun Life Financial, a global leader headquartered in Canada with more than 150 years of experience in insurance and wealth management. In Indonesia, we serve millions of families, offering life insurance, health solutions, and retirement planning. Our mission is to empower individuals to achieve financial well‑being and a healthier future. By joining our team, you become part of a collaborative culture that values innovation, ethical conduct, and continuous learning, all while contributing to the financial resilience of the Indonesian community.
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