Financial Consultant - Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung)

Astra Life Insurance, a leading life insurance provider established in 2014, is expanding its team in Bali and seeking a Professional Financial Consultant to join our mission of delivering tailored financial solutions. As part of our dynamic team, you will work closely with clients to understand their unique financial needs and provide expert advice on insurance products.

In this role, you will be based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, where you will interact with clients face-to-face, ensuring they receive the best financial guidance. This is an exciting opportunity to grow your career in a supportive and innovative environment.

📋 Tanggung Jawab Pekerjaan

• Provide expert advice on insurance products to clients, helping them make informed financial decisions.
• Conduct client meetings and consultations to understand their financial needs and goals.
• Develop and maintain strong client relationships through excellent communication and service.
• Use CRM systems like Salesforce to manage client interactions and track progress.
• Stay updated on industry trends and regulatory changes to provide the best financial advice.
• Collaborate with the marketing team to promote insurance products and services.
• Monitor performance metrics and contribute to team goals.
• Ensure compliance with insurance regulations and company policies.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Insurance, or a related field.
• Minimum 3 years of experience in financial consulting or a similar role.
• Certification in financial consulting or insurance products is a plus.
• Strong communication and interpersonal skills.
• Proficiency in using CRM systems like Salesforce.
• Knowledge of insurance products and financial regulations.
• Ability to work independently and as part of a team.
• Fluency in English and Bahasa Indonesia.

🛠️ Keahlian

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