Bancassurance Specialist

Reposted 5 Hours Ago
Be an Early Applicant
South Jakarta City, Jakarta, IDN
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Drive bancassurance sales by developing strategy, engaging bank partners, coordinating cross-functional support, monitoring sales performance, and ensuring sales quality through persistency, client satisfaction, and productivity metrics.
Summary Generated by Built In

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job Description

Preferred skills:

  • Successful experience as a sales representative or sales manager, consistently meeting or exceeding targets
  • Committed to continuous education through workshops, seminars and conferences
  • Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization
  • Proven ability to drive the sales process from plan to close
  • Strong business sense and industry expertise
  • Excellent mentoring, coaching and people management skills

 

Qualifications :

  • Min of a Bachelor degree, preferably from Finance, Business and Sales background.
  • Having a Certification in Financial Planning, leadership and/or Sales Management are preferable
  • A 5 years plus of experience in managing Bancassurance business

 

Responsibilities:

Develop sales strategy to ensure RR sales target is achievedActively communicate and closely engage with bank partners to drive sales through several initiatives and programsActively coordinate with related Departments to support functions, such as budgeting, event, manpower, to ensure activities are run smoothlyMonitor data of sales achievement as well as sales performance related to production and contestEnsuring Sales Quality is excellent using sales indicators of persistency, client satisfaction, and productivity

Job Category:

Channel Management

Posting End Date:

09/07/2026

Skills Required

  • Bachelor's degree (preferably Finance, Business, or Sales)
  • 5+ years of experience managing Bancassurance business
  • Certification in Financial Planning, Leadership, and/or Sales Management
  • Successful experience as a sales representative or sales manager, consistently meeting or exceeding targets
  • Committed to continuous education through workshops, seminars and conferences
  • Ability to communicate, present and influence credibly and effectively at all levels
  • Proven ability to drive the sales process from plan to close
  • Strong business sense and industry expertise
  • Excellent mentoring, coaching and people management skills
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The Company
HQ: Toronto, Ontario
499 Employees

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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