Life Planner

  • administrator
  • Apr 16, 2024

Company Description

Established in 1985, PT Asuransi Jiwa Manulife Indonesia (Manulife Indonesia) is a part of Manulife Financial Corporation, a Canadian financial services group operating in Asia, Canada, and the United States. Manulife Indonesia offers a variety of financial services, including life insurance, accident and health insurance, investment services, and pension funds, to individual customers and businesses in Indonesia. With a network of over 9,000 employees and professional agents spread across 25 marketing offices, Manulife Indonesia serves more than 2.5 million customers in Indonesia. PT Asuransi Jiwa Manulife Indonesia is registered and supervised by the Financial Services Authority (OJK).

Role Description

This is a full-time on-site role for a Life Planner at Manulife Indonesia located in Greater Medan. As a Life Planner, you will be responsible for providing financial advice and solutions to individual customers. Your day-to-day tasks will involve conducting needs analysis, presenting and explaining financial products, designing and implementing financial plans, and building long-term relationships with clients.

• Insurance and General Insurance skills
• Sales and Marketing skills
• Excellent communication and interpersonal skills
• Strong customer service orientation
• Ability to build and maintain relationships
• Knowledge of financial products and services
• Experience in the financial industry is a plus
• Bachelor’s degree in Finance, Business, or related field