Financial Advisor (Bancassurance) - Surabaya, Jawa Timur

Join Allianz, a global leader in insurance and financial services, as a Financial Advisor (Bancassurance) in Surabaya, Jawa Timur. This is a unique opportunity to build a rewarding career in the financial sector by providing tailored insurance and financial solutions to clients. In this role, you'll work closely with a diverse client base, leveraging your expertise in insurance products to help them achieve their financial goals.

Allianz is committed to innovation and excellence, and we offer a dynamic work environment where you can grow professionally. As a Financial Advisor, you'll use tools like Allianz Sales Navigator and Microsoft Office Suite to manage client relationships and streamline your workflow.

If you're passionate about financial services and want to make a difference in people's lives, Allianz in Surabaya is the place to be. We offer competitive benefits, continuous learning opportunities, and a supportive team to help you succeed.

📋 Tanggung Jawab Pekerjaan

• Consult with clients to understand their insurance and financial needs and recommend suitable Allianz products.
• Manage client portfolios, ensuring they are aligned with clients' financial goals and risk profiles.
• Use Allianz Sales Navigator and Microsoft Office Suite to track client interactions, manage policies, and generate reports.
• Stay up-to-date with industry trends and Allianz product offerings to provide informed advice.
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Collaborate with the marketing team to promote Allianz products and services effectively.
• Participate in training and development programs to enhance your skills and knowledge.
• Contribute to team goals by achieving sales targets and maintaining high client satisfaction.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Insurance, Business Administration, or a related field.
• Minimum 3 years of experience in insurance sales, financial advisory, or a related role.
• Professional certification in insurance (e.g., Associate in Insurance, Chartered Insurance Professional) is a plus.
• Strong knowledge of Allianz insurance products and financial services.
• Excellent communication, negotiation, and interpersonal skills.
• Familiarity with CRM systems and Microsoft Office Suite.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong ethical standards and commitment to customer service.

🛠️ Keahlian

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