Job description
BNI Life Insurance is hiring a motivated Bancassurance Specialist to be stationed at a Bank BNI branch in Jakarta Selatan. This full-time role focuses on promoting bancassurance products to individuals through Bank BNI's extensive client network, delivering comprehensive financial protection and wealth solutions with a customer-first mindset. You will partner with branch colleagues to conduct needs-based consultations, present suitable life insurance and investment-linked plans, and ensure a smooth end-to-end policy issuance experience. The position offers a competitive base salary plus performance-based incentives, ongoing training, and clear career progression within a respected leader in Indonesia’s life insurance sector.
As a Bancassurance Specialist, you will serve as a trusted advisor, helping customers understand how insurance products integrate with their financial goals. You will represent the BNI Life brand in collaboration with Bank BNI, delivering personalized recommendations that meet regulatory standards while maintaining the highest level of integrity and service. This role is ideal for ambitious sales professionals who thrive in a collaborative, target-driven environment and are passionate about protecting families and planning for the future.
In addition to sales targets, you will participate in ongoing product training and market updates, which will empower you to address questions confidently and close opportunities effectively. If you excel at building relationships, communicating complex information in a clear manner, and delivering a seamless customer experience, this Bancassurance Specialist position offers a rewarding path within a well-established financial services organization.
Responsibility
- Build and execute bancassurance sales activities at Bank BNI branches in Jakarta Selatan to achieve monthly targets and contribute to branch revenue growth.
- Identify prospects, assess client needs, and present appropriate life insurance and savings/investment solutions tailored to individual circumstances.
- Conduct product demonstrations, branch visits, and clear customer consultations to drive understanding and engagement.
- Drive cross-selling opportunities within the branch network by partnering with relationship managers and bank staff.
- Maintain accurate CRM data, manage a healthy sales pipeline, and provide timely performance reports to management.
- Ensure smooth policy issuance, underwriting coordination, and post-sale service to enhance customer experience and retention.
- Stay up-to-date with product features, pricing, regulatory requirements, and competitive landscape; participate in ongoing training and compliance activities.
- Represent BNI Life and Bank BNI professionally at events, seminars, and community activities to grow brand awareness.
Qualification
- Bachelor's degree in Business, Finance, Marketing, or a related field (or equivalent experience).
- 1-3 years of experience in bancassurance, insurance sales, or financial services within Indonesia.
- Proven track record of meeting or exceeding sales targets and building a robust client network.
- Excellent communication, presentation, and interpersonal skills; fluent in Indonesian; English proficiency is a plus.
- Strong networking, negotiation, and closing abilities with a customer-centric mindset.
- Ability to work in a fast-paced, target-driven environment; self-motivated, organized, and reliable.
- Familiarity with CRM systems and branch banking processes; valid insurance license or certification is a plus.