Financial Solutions Specialist - Bali (Remote/On-Site)

Join Allianz PNB Life Insurance as a Financial Solutions Specialist in the vibrant heart of Bali! This is your opportunity to build a rewarding career in the financial services industry while enjoying the flexibility of working in one of the world's most beautiful destinations. As a Financial Solutions Specialist, you will be at the forefront of helping clients navigate the complex world of insurance and financial products. Whether you're working remotely or on-site in one of our beautiful locations such as Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, you'll be part of a dynamic team dedicated to delivering exceptional service and solutions.

In this role, you will be responsible for identifying clients' needs and recommending suitable insurance and financial products. You will use your deep understanding of the market and your excellent communication skills to build strong relationships with clients. You will also be involved in the entire sales process, from initial consultation to policy issuance and renewal. This role offers a competitive salary ranging from Rp 10,000,000 to Rp 20,000,000 per month, along with a range of benefits designed to support your well-being and career growth.

Allianz PNB Life Insurance is a leading player in the Indonesian insurance industry, known for its commitment to innovation and customer satisfaction. By joining our team, you will have the opportunity to work with a company that values its employees and invests in their professional development. We are looking for a Financial Solutions Specialist who is passionate about helping others and has a strong desire to succeed in a challenging and rewarding environment.

📋 Tanggung Jawab Pekerjaan

• Identify clients' needs and recommend suitable insurance and financial products.
• Build and maintain strong relationships with clients through excellent communication skills.
• Conduct initial consultations and present insurance and financial solutions to clients.
• Assist in the entire sales process, from policy issuance to renewal.
• Use CRM software such as Salesforce or HubSpot to manage client interactions and sales processes.
• Stay updated with industry trends and regulatory changes to provide accurate and relevant advice to clients.
• Collaborate with the marketing team to develop and implement sales strategies and campaigns.
• Provide exceptional customer service and support to clients throughout their insurance journey.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Insurance, Business Administration, or a related field.
• Minimum of 3 years of experience in insurance or financial services, with a proven track record in sales and client relationship management.
• Proficiency in using CRM software such as Salesforce or HubSpot.
• Strong understanding of insurance and financial products, including life insurance, health insurance, and investment products.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
• Ability to work both remotely and on-site in Bali.
• Fluency in both English and Indonesian.
• Valid insurance license or certification, such as the Certified Insurance Counselor (CIC) or Chartered Insurance Professional (CIP) certification.

🛠️ Keahlian

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