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Financial Consultant
Prudential Syariah
Posted
2 days ago

Ketapang, West Kalimantan, Indonesia

Onsite

IDR 5M

Junior Level

Full Time

Job Categories

Finance Consulting Sales Insurance Customer

Match

Skills

Experience

Industry

Sema Summary

As a Financial Consultant at Prudential Syariah, you will provide financial advisory services to clients in Ketapang, West Kalimantan. Your responsibilities will include assessing clients' financial status, providing tailored solutions, and promoting insurance products. This role is suitable for juniors looking to grow in the finance industry. Strong communication skills are essential, along with a client-oriented approach. This position is full-time and requires on-site presence.

About Company

Prudential Syariah is a financial services company focused on providing insurance and financial solutions. They prioritize customer satisfaction and aim to grow their team with dedicated professionals.

Core Requirements

Bachelor's degree in Finance or related field
Strong communication skills
Ability to work in a team
Customer service orientation
Basic understanding of insurance products

Responsibilities

Provide financial consulting to clients
Assess clients' financial situations
Recommend tailored financial solutions
Promote various insurance products
Maintain client relationships
Follow up on client inquiries
Participate in team meetings

Must Have skills

CommunicationFinancial analysisCustomer serviceSales skillsTeamwork

Nice To Have Skills

Insurance knowledgeMicrosoft OfficeProblem-solvingTime managementNegotiation

Tools Knowledge Requried

Microsoft OfficeCRM software

Job Keywords

Financial ConsultantInsuranceAdvisorySalesConsulting

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