Financial Sales Consultant

Updated: April 13, 2024 08:30 PM GMT

Surabaya Greater

Surabaya, East Java

As an Independent Financial Advisor at PT Asuransi Jiwa Manulife Indonesia, you will play a crucial role in providing financial planning services to clients, helping them achieve their financial goals, and offering a range of insurance and investment products. This position requires a self-motivated and dynamic individual with a strong passion for finance and customer service.

Key Responsibilities:

Client Relationship Management:
• Build and maintain strong, long-term relationships with clients by understanding their financial needs and goals.
• Conduct thorough financial assessments to identify areas where insurance and investment products can benefit clients.

Financial Planning:
• Provide personalized financial planning advice and solutions to clients based on their individual circumstances.
• Analyze and recommend suitable insurance and investment products to align with clients' financial objectives.

Product Knowledge:
• Stay updated on the full range of PT Asuransi Jiwa... More Detail