Financial Advisor (Bancassurance) - Kalimantan & Sulawesi, Eastern Indonesia

Join Allianz, a global leader in insurance and financial services, as a Financial Advisor (Bancassurance) in Kalimantan and Sulawesi, Eastern Indonesia. This is a unique opportunity to build a rewarding career while helping clients secure their financial future. As a Financial Advisor, you will be at the forefront of providing expert advice on insurance and financial products tailored to the unique needs of clients in the region.

At Allianz, we offer a dynamic and supportive work environment where your contributions are valued and recognized. Located in Pontianak, Kalimantan Barat, you will have the chance to work with a diverse team of professionals, leveraging our advanced technology and tools such as SAP, Salesforce, and Microsoft Office Suite. This role is perfect for individuals with a passion for financial services and a desire to make a meaningful impact in the lives of our clients.

📋 Tanggung Jawab Pekerjaan

• Provide expert advice on insurance and financial products to clients in Kalimantan and Sulawesi, Eastern Indonesia.
• Assist clients in selecting and purchasing insurance and financial products that meet their unique needs.
• Conduct market research and stay updated on industry trends and regulations.
• Build and maintain strong relationships with clients and referral partners.
• Utilize SAP and Salesforce to manage client data, track sales, and generate reports.
• Participate in training and professional development programs to enhance your skills and knowledge.
• Collaborate with the marketing team to promote Allianz products and services in the region.
• Ensure compliance with Allianz policies, procedures, and regulatory requirements.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 3 years of experience in financial services, insurance, or a related field.
• Certification in financial planning or insurance (e.g., CFP, CIP, or equivalent) is a plus.
• Strong communication and interpersonal skills to build and maintain client relationships.
• Proficient in using SAP, Salesforce, and Microsoft Office Suite.
• Familiarity with the insurance and financial products offered by Allianz is a plus.
• Ability to work independently and as part of a team in a fast-paced environment.
• Fluency in Indonesian and English is required.

🛠️ Keahlian

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