Bancassurance Officer - Kelapa Gading & Surrounding Areas

Join Panin Dai-Ichi Life as a Bancassurance Officer in the vibrant Kelapa Gading area and play a pivotal role in driving financial solutions through strategic bank partnerships. As a trusted representative of Panin Dai-Ichi Life within Panin Bank, you will be responsible for identifying and meeting the diverse financial needs of clients, ensuring they receive the best insurance and investment products tailored to their lifestyle and goals.

In this role, you will collaborate closely with Panin Bank's team to provide comprehensive financial guidance, leveraging your deep understanding of insurance products and your ability to build strong client relationships. Your daily tasks will include product demonstrations, client consultations, and policy management, all while maintaining the highest standards of professionalism and integrity.

📋 Tanggung Jawab Pekerjaan

• Identify and meet the diverse financial needs of clients by offering tailored insurance and investment products.
• Conduct product demonstrations and client consultations to ensure clients understand and benefit from the offered solutions.
• Manage and administer insurance policies, ensuring accurate and timely processing of claims and renewals.
• Build and maintain strong client relationships through regular follow-ups and personalized financial advice.
• Collaborate with Panin Bank's team to align financial solutions with the bank's strategic objectives.
• Stay updated with industry trends and regulatory requirements to provide informed and compliant financial advice.
• Participate in training and development programs to enhance your skills and knowledge in insurance and financial services.
• Contribute to team goals and the overall success of Panin Dai-Ichi Life's bancassurance initiatives.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 2 years of experience in insurance, bancassurance, or financial services.
• Certification in insurance products or financial services is a plus.
• Strong understanding of insurance products, including life, health, and investment products.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Proficiency in using Microsoft Office Suite, especially Excel and PowerPoint.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong problem-solving skills and attention to detail.

🛠️ Keahlian

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