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Tokio Marine Life Insurance Indonesia

Financial Wealth Manager

Tokio Marine Life Insurance Indonesia

Posted

2 days ago

Surabaya, East Java, Indonesia

Onsite

IDR 8M

Junior Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

As a Financial Wealth Manager, you will play a crucial role in advising clients on financial strategies and insurance policies. This position requires strong communication skills and the ability to build relationships with clients. Based in Surabaya, East Java, the role offers opportunities for full-time work to those looking to develop their careers in financial services. Experience in sales or insurance is preferred, but new applicants are welcome.

About Company

Tokio Marine Life Insurance Indonesia specializes in providing comprehensive insurance and financial services. They focus on creating tailored solutions to meet their clients' diverse financial needs.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Strong communication skills
  • Sales experience preferred
  • Ability to build client relationships
  • Knowledge of financial products

Responsibilities

  • Advise clients on insurance and financial services.
  • Develop personalized financial plans.
  • Build and maintain client relationships.
  • Assist clients with claims processing.
  • Conduct market research on financial trends.
  • Achieve sales targets and goals.
  • Stay updated with industry regulations.

Must Have skills

CommunicationSalesFinancial AnalysisClient Relationship ManagementProblem Solving

Nice To Have Skills

NegotiationPresentation SkillsMarket ResearchTeam CollaborationTime Management

Tools Knowledge Requried

CRM SoftwareFinancial Modeling SoftwareMicrosoft ExcelPresentation SoftwareEmail Marketing Tools

Job Keywords

financial advisorwealth managementinsurance salesclient relationsfinancial planning

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