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

Join BRI Life as a Bancassurance Financial Advisor in Bali’s most dynamic regions, including Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, and Badung. This is a unique opportunity to help clients secure their financial future while building a rewarding career in one of Indonesia’s most sought-after destinations.

As a Bancassurance Financial Advisor at BRI Life, you will be at the forefront of providing financial solutions tailored to the diverse needs of our clients. You will work closely with a team of experienced professionals, leveraging the latest tools and technologies to deliver exceptional service. Our office in Bali is not just a workplace; it’s a hub of innovation and growth, where your contributions will make a significant impact.

In this role, you will have the chance to develop your skills in financial advising, sales, and customer relationship management. You will be responsible for building and maintaining strong client relationships, providing financial products and services that align with our clients' goals and aspirations. This is your opportunity to make a difference, to grow professionally, and to be part of a company that values your expertise and commitment.

📋 Tanggung Jawab Pekerjaan

• Consult with clients to understand their financial needs and goals.
• Develop and present financial solutions using BRI Life’s range of products and services.
• Conduct financial planning sessions to help clients achieve their financial objectives.
• Build and maintain strong client relationships through regular follow-ups and personalized service.
• Monitor client portfolios and provide regular updates on their financial status.
• Stay up-to-date with industry trends and regulatory requirements to ensure compliance and provide the best advice.
• Collaborate with the sales and marketing teams to identify new business opportunities.
• Participate in training and development programs to enhance your skills and knowledge.

🎓 Kualifikasi & Syarat

• Bachelor’s degree in Finance, Banking, or a related field.
• Minimum 2 years of experience in financial advising, sales, or a related field.
• Certification in financial planning or insurance products is a plus.
• Strong communication and interpersonal skills.
• Proficient in using Microsoft Office and financial planning software.
• Familiarity with BRI Life’s products and services.
• Ability to work independently and as part of a team.
• Valid ID and work permit for Bali.

🛠️ Keahlian

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