Financial Consultant - Bogor (Astra Life Insurance)

Join PT Asuransi Jiwa Astra (Astra Life), a leading life insurance provider established in 2014, as a Professional Financial Consultant in the vibrant city of Bogor. This is your opportunity to build a rewarding career in the financial services industry while helping clients secure their financial futures. As a Financial Consultant, you will be at the forefront of providing expert advice and solutions tailored to your clients' needs. In Bogor, you'll work in a dynamic environment where innovation and client-centricity are key.

In this role, you will work closely with insurance experts and financial advisors to design and implement insurance products that meet the diverse needs of individuals and families. You will use industry-leading tools like Salesforce and Microsoft Office to streamline your workflow and enhance client interactions. This position offers a competitive salary and a comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities.

📋 Tanggung Jawab Pekerjaan

• Provide expert financial advice and insurance solutions to clients in Bogor and surrounding areas.
• Assist in the design and implementation of insurance products tailored to client needs.
• Conduct market research to identify trends and opportunities in the insurance industry.
• Collaborate with cross-functional teams to ensure seamless client service delivery.
• Use Salesforce and Microsoft Office to manage client data and streamline workflows.
• Attend regular training sessions and workshops to stay updated on industry best practices.
• Build and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.
• Participate in sales meetings and presentations to showcase insurance products and services.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Insurance, or a related field.
• Minimum of 3 years of experience in financial consulting or a related role.
• Professional certification such as CFP (Certified Financial Planner) or AIC (Associate in Insurance Consulting) is a plus.
• Strong understanding of insurance products and financial planning concepts.
• Excellent communication and interpersonal skills.
• Proficient in using Salesforce and Microsoft Office.
• Ability to work independently and as part of a team.
• Familiarity with the insurance industry in Indonesia is a plus.

🛠️ Keahlian

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