Insurance Advisory Consultant - Build a Rewarding Career in Bali

Join DEE AGENCY as an Insurance Advisory Consultant in the vibrant heart of Bali—where professional growth meets a fulfilling lifestyle. This isn’t just a job; it’s an opportunity to build a meaningful career while helping individuals and families safeguard what matters most. Located in the picturesque Canggu, you’ll be part of a dynamic team that thrives on innovation and client-centric service.

As an Insurance Advisory Consultant, you’ll play a pivotal role in guiding clients through the complex world of insurance, offering tailored solutions to meet their unique needs. You’ll work closely with clients to understand their financial goals and risk profiles, leveraging your expertise to recommend the best insurance products. This role is perfect for those who enjoy a mix of strategic planning and hands-on client interaction, all while enjoying Bali’s world-class amenities and lifestyle.

📋 Tanggung Jawab Pekerjaan

• Provide expert insurance advice to clients, helping them navigate the complexities of insurance products and policies.
• Conduct thorough risk assessments to identify and mitigate potential risks for clients.
• Develop and maintain strong client relationships through regular check-ins and personalized service.
• Stay up-to-date with industry trends and regulatory changes to offer the most current and relevant advice.
• Collaborate with the DEE AGENCY team to ensure seamless integration of insurance solutions into clients' financial plans.
• Utilize industry-leading tools such as Salesforce and Microsoft Office to manage client data and streamline processes.
• Present insurance solutions in a clear and compelling manner to clients, using data-driven insights to support recommendations.
• Participate in team meetings and training sessions to enhance your knowledge and skills.

🎓 Kualifikasi & Syarat

• Bachelor’s degree in Business Administration, Finance, Insurance, or a related field.
• Minimum of 3 years of experience in insurance advisory or a similar role.
• Certification in insurance products (e.g., AIC, CFP, or equivalent) is a plus.
• Strong understanding of insurance products and risk management principles.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Proficiency in English, both written and spoken, is required.
• Familiarity with Salesforce and Microsoft Office is a strong asset.
• Ability to work independently and as part of a team in a fast-paced environment.

🛠️ Keahlian

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