Bancassurance Financial Advisor - Bandung Region (Sukabumi, Bandung, Cirebon)

Join BRI Life as a Bancassurance Financial Advisor in the vibrant Bandung Region (covering Sukabumi, Bandung, and Cirebon) and play a pivotal role in empowering clients with tailored financial solutions. As a trusted partner of one of Indonesia’s most respected financial institutions, you’ll have the opportunity to grow your career while making a meaningful impact on your community. In this role, you’ll be working closely with BRI’s extensive network of bank branches, helping clients navigate their financial futures with confidence.

At BRI Life, you’ll be part of a dynamic team that values innovation and client-centricity. You’ll use cutting-edge tools like BRI Life’s proprietary CRM system and policy administration software to manage client portfolios and streamline operations. This is your chance to leverage your financial expertise and build lasting relationships with clients in one of Indonesia’s most dynamic regions.

If you’re a passionate and results-driven professional with a strong background in financial services, we invite you to take the next step in your career with BRI Life. Together, we’ll shape the future of financial well-being in the Bandung Region.

📋 Tanggung Jawab Pekerjaan

• Consult with clients to assess their financial needs and recommend suitable insurance and investment products.
• Manage client portfolios and ensure compliance with regulatory requirements.
• Leverage BRI Life’s proprietary CRM system and policy administration software to streamline operations and improve client service.
• Conduct regular client meetings to review portfolios, provide financial advice, and address any concerns.
• Collaborate with the sales and marketing teams to promote BRI Life’s products and services.
• Stay up-to-date with industry trends and best practices in financial services.
• Provide exceptional customer service and build strong, lasting relationships with clients.
• Achieve and exceed sales targets to contribute to the team’s and company’s success.

🎓 Kualifikasi & Syarat

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3 years of experience in financial services, insurance, or a related industry.
• Certification in financial planning (e.g., CFP, ChFC) is a plus.
• Strong knowledge of insurance products and investment instruments.
• Excellent communication and interpersonal skills.
• Proficiency in using Microsoft Office Suite and BRI Life’s proprietary CRM system.
• Ability to work independently and as part of a team.
• Strong problem-solving and analytical skills.

🛠️ Keahlian

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