Financial Advisor - Bancassurance (Surabaya, Probolinggo, Gresik, Bali)
Join Allianz, a global leader in insurance and financial services, as a Financial Advisor specializing in bancassurance. This is a unique opportunity to build a rewarding career in the financial sector while helping clients secure their financial future. Based in Surabaya, you'll work closely with our bancassurance partners to provide comprehensive financial solutions tailored to each client's needs. Using tools like Allianz's proprietary software and Salesforce, you'll manage client portfolios, offer insurance and investment products, and ensure compliance with regulatory standards.
Allianz has been a trusted name in Indonesia for over 50 years, providing innovative insurance solutions to millions of customers. Our team in Surabaya is known for its commitment to excellence and client satisfaction. As a Financial Advisor, you'll be part of a dynamic environment where your expertise and dedication will make a tangible difference in your clients' lives.
📋 Tanggung Jawab Pekerjaan
- Consult with clients to understand their financial needs and goals.
- Develop and present personalized financial plans incorporating insurance and investment products.
- Manage client portfolios using Allianz's proprietary software and Salesforce.
- Offer a wide range of insurance products including life, health, and property insurance.
- Provide investment advice and recommend suitable mutual funds and other financial instruments.
- Ensure compliance with regulatory standards and Allianz's policies.
- Conduct regular client reviews to assess and adjust financial plans.
- Build and maintain strong relationships with bancassurance partners and clients.
🎓 Kualifikasi & Syarat
- Bachelor's degree in Finance, Banking, Economics, or a related field.
- Minimum of 3 years of experience in financial advisory or bancassurance.
- Certification in financial planning (e.g., CFP, CFA) is a plus.
- Strong knowledge of insurance and investment products.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency in using Allianz's proprietary software and Salesforce.
- Understanding of Indonesian financial regulations and market trends.
🛠️ Keahlian
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