About Us:
Trusthouse is a Professional Financial Planner Community committed to improving insurance literacy and helping clients to obtain and manage appropriate life and health insurance. Financial planners at Trusthouse are part of Inspiring Agency. Inspiring Agency (PT Inspira Makmur Sejahtera) was established in 2014 with core business of provides life and health insurance solutions, insurance consultations, and insurance claim assistance for individuals and businesses. Inspiring Agency is the finest Insurance Agency in Indonesia, which has an exclusive partnership with Prudential Indonesia and partners with more than 2500 Certified Professional Financial Planners
Job Overview:
We are seeking a motivated and customer-focused professional to join our team as a Personal Financial Advisor. In this role, you will be responsible for advising clients on insurance policies, asset preservation, retirement plans, and wealth distribution that best suit their needs, building lasting relationships, and contributing to the growth of our client base.
Key Responsibilities:
· Develop and implement effective marketing strategies to promote targeted product solutions.
· Identify and assess clients' insurance and financial needs through consultations.
· Recommend suitable insurance policies and financial plans based on clients' goals and financial situations.
· Maintain and update client records, ensuring accuracy and confidentiality.
· Stay informed about industry trends, policy changes, and new products.
· Provide exceptional customer service, addressing client inquiries and concerns promptly
Qualifications:
· Proven experience in insurance sales, financial advising, or a related field.
· Strong understanding of insurance products and financial planning.
· Excellent communication and interpersonal skills.
· Ability to analyze clients' needs and provide tailored solutions.
· Fresh graduate is welcome to apply
What We Offer:
· Competitive compensation package with performance-based incentives.
· Comprehensive training and professional
· development opportunities. Supportive and collaborative work environment.
· Opportunities for career advancement within the company.
· Office with a family atmosphere
Please take note this opportunity is commission-based, offering you the autonomy to drive your own success. We're seeking motivated individuals with an entrepreneurial mindset who are eager to build and grow their own business within our supportive framework.
How to Apply:
Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and interest in the role.