Bancassurance Associate - Financial Services

Join COCOGEN as a Bancassurance Associate and play a pivotal role in driving financial growth by expanding our client base in the dynamic banking and financial services sector. This position offers a unique opportunity to work in a fast-paced environment, where your skills and creativity can make a significant impact. Based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung, you will be at the heart of our operations, helping us achieve our goals and grow together.

As a Bancassurance Associate, you will be responsible for identifying and engaging potential clients, building strong relationships, and providing exceptional customer service. You will use tools like Salesforce and CRM systems to manage your pipeline and track your progress. This role is perfect for someone who thrives in a collaborative environment and is passionate about financial services.

📋 Tanggung Jawab Pekerjaan

• Identify and engage potential clients through targeted marketing campaigns and outreach efforts.
• Build and maintain strong relationships with clients to understand their needs and provide tailored solutions.
• Use Salesforce and CRM systems to manage the sales pipeline, track progress, and analyze performance metrics.
• Provide exceptional customer service and support to ensure client satisfaction and retention.
• Collaborate with the sales and marketing teams to develop and implement strategies that drive revenue growth.
• Stay up-to-date with industry trends and best practices to continuously improve your skills and knowledge.
• Participate in training and development programs to enhance your expertise and advance your career.
• Meet and exceed sales targets to contribute to the overall success of the team and the company.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, or a related field.
• Minimum 2-3 years of experience in sales, business development, or a related field.
• Proven track record of success in identifying and engaging potential clients.
• Strong interpersonal and communication skills to build and maintain client relationships.
• Proficiency in using Salesforce and CRM systems.
• Excellent organizational and time management skills to handle multiple tasks and deadlines.
• Ability to work well in a team and collaborate effectively with colleagues.
• Passion for financial services and a commitment to driving revenue growth.

🛠️ Keahlian

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