Financial Advisor (Bancassurance) - Pontianak, Kalimantan Barat

Join Allianz, a global leader in financial services, as a Financial Advisor (Bancassurance) in Pontianak, Kalimantan Barat. This is a unique opportunity to build a rewarding career in the banking and financial services sector while helping clients achieve their financial goals. As a Financial Advisor at Allianz, you will work closely with our clients to provide personalized financial solutions, leveraging our extensive range of insurance and financial products.

In this role, you will be responsible for identifying and developing new business opportunities, managing client relationships, and ensuring compliance with all regulatory requirements. You will use our proprietary CRM system, Allianz Connect, to track client interactions and manage policies. Daily, you'll engage with clients to understand their needs and provide tailored advice, using our comprehensive suite of insurance and financial products.

📋 Tanggung Jawab Pekerjaan

• Provide personalized financial advice to clients, helping them achieve their financial goals.
• Identify and develop new business opportunities through proactive client engagement.
• Manage client relationships, ensuring high levels of satisfaction and retention.
• Use Allianz Connect to track client interactions, manage policies, and ensure compliance with regulatory requirements.
• Leverage our extensive range of insurance and financial products to offer tailored solutions to clients.
• Conduct regular reviews of client portfolios to ensure they remain aligned with their financial goals.
• Stay up-to-date with industry trends and regulatory changes to provide the best possible advice to clients.
• Participate in team meetings and training sessions to enhance your skills and knowledge.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3 years of experience in financial advisory or a related field.
• Certification in financial planning (e.g., CFP, ChFC) is a plus.
• Strong understanding of insurance and financial products, including life, health, and retirement solutions.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Proficient in using Microsoft Office Suite and Allianz Connect.
• 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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