Financial Consultant - Astra Life Insurance (Batam, Riau Islands)

Astra Life Insurance, a leading life insurance provider established in 2014, is seeking a Professional Financial Consultant to join our dynamic team in Batam, Riau Islands. As part of our mission to deliver innovative financial solutions, you will play a crucial role in helping clients make informed financial decisions. In this role, you will work closely with our sales team to provide financial advice and consultancy services, ensuring our clients receive the best possible protection and investment opportunities.

As a Financial Consultant at Astra Life Insurance, you will be responsible for managing a portfolio of high-net-worth individuals and businesses. You will use your expertise in financial planning, risk management, and insurance products to tailor solutions that meet the unique needs of each client. Our office in Batam offers a vibrant and professional environment, with opportunities for career growth and development.

If you are a passionate and experienced financial professional looking to make a difference, we invite you to join Astra Life Insurance and be part of our journey to financial excellence.

📋 Tanggung Jawab Pekerjaan

• Provide financial advice and consultancy services to clients, helping them make informed financial decisions.
• Manage a portfolio of high-net-worth individuals and businesses, ensuring their financial goals are met.
• Develop and maintain strong relationships with clients, understanding their unique needs and tailoring solutions accordingly.
• Conduct market research and stay updated on industry trends to recommend the best financial products and services.
• Collaborate with the sales team to drive product sales and increase client satisfaction.
• Prepare and present financial reports and proposals to clients and stakeholders.
• Assist in the development and implementation of financial strategies to support the company's growth objectives.
• Provide training and support to junior staff to ensure high standards of service and advice.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3 years of experience in financial consultancy, financial planning, or a related field.
• Professional certification in financial planning, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), is a plus.
• Strong knowledge of insurance products, investment strategies, and risk management.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Proficient in using financial software and tools, such as Microsoft Office, QuickBooks, or similar.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong analytical and problem-solving skills, with a client-centric approach.

🛠️ Keahlian

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