Financial Consultant
# Financial Consultant **Minilemon Technology** · Jakarta · `On-site` 🕒 **Статус:** *Опубликовано: 10 дней назад* · *Источник: Indeed* --- ### About the Role PT Heksa Solution Insurance is a life insurance company in Indonesia that has been serving the community for more than three decades. The company’s journey began in 1988 through the establishment of the Financial Services Contribution Business Unit under the Induk Koperasi Purnawirawan dan Warakawuri TNI-Polri (INKOPPABRI). In 2002, the business was formally established as a legal entity through the acquisition of PT Ongko Life Insurance and operated under the name PT Heksa Eka Life Insurance. In 2016, following a change in ownership, the company adopted its current name, PT Heksa Solution Insurance . Heksa Solution Insurance focus on providing life insurance and financial protection solution design to meet the diverse need of individual, families, organization, and corporate customer. Its product portfolio include individual and group insurance solutions, covering areas such as life protection, financial security, education planning, retirement preparation, personal accident, credit life, endowment, and unit-linked insurance product. The company continue to strengthen its market presence through multiple distribution channels and strategic partnerships, including collaborations with banks, non-bank financial institutions, organizations, communities, and other business partners. Heksa is supported by experienced management, professional employees, and a nationwide network of insurance agents and sales personnel. As a customer oriented insurance company, Heksa Solution Insurance is committed to delivering services based on three key principles: Fast, Safe, and Certain . The company places customer need as a priority, emphasizes security in the use of its insurance product and services, and strives to provide certainty through excellent and reliable customer service. PT Heksa Solution Insurance is licensed and supervised by the Financial Services Authority of Indonesia (OJK) and is committed to implementing sound corporate governance, responsible business practices and sustainable development within the Indonesian insurance industry. With its combination of experience, professional resources, strategic partnership and customer focus approach, Heksa Solution Insurance continue to strengthen its position as a trusted life insurance provider in Indonesia. To learn more about PT. Heksa Solution Insurance, please visit our website at: website: https://heksainsurance.co.id/ Instagram: https://www.instagram.com/heksa_insurance?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw== Linkedln: https://www.linkedin.com/company/heksa-solution-insurance/ Job Role: We are looking for a motivated and target oriented Financial Consultant to join our team at Heksa Insurance . The Financial Consultant will be responsible for providing financial and insurance solution to customer, developing new business opportunities, maintaining strong client relationship, and achieve assign sales target. This role is suitable for individual who are interested in the insurance and financial services industry , enjoy working with people, are motivated by challenge and are committed to building a long term career in the financial consulting field. Key Responsibilties: Identify and develop potential customer through personal networks, referral, prospecting and other business development activities Build and maintain a strong customer pipeline to support continuous sales growth Conduct prospecting activities to identify individual or business who may benefit from insurance and financial protection solution Expand the customer base by developing new business opportunities and maintaining professional relationship with prospective client Understand customer financial need, goals, priorities, and protection requirement Provide professional consultation regarding suitable insurance and financial protection product Explain insurance benefit, coverage, term, premium and policy features clearly and accurately to prospective customer Recommend appropriate insurance solution based on the customer individual financial circumstances and need Help customers understand the importance of financial planning, risk protection, and life insurance Develop and execute sales strategies to achieve monthly, quarterly, and annual sales target Conduct presentation and product discussion with prospective customer Follow up with prospect consistently throughout the sales process Negotiate and handle customer objections professionally Convert qualified prospect into customer and maintain a healthy sales pipeline Work toward achieve the required income and sales performance target Establish and maintain long term relationship with customer Follow up with existing customer to understand their changing financial and protection need Identify potential market opportunities and develop strategies to reach new customer segment Maintain accurate records of prospects, customers, sales activities, and business opportunities Qualification: Bachelor’s Degree (S1) from any major is preferred. High School/Vocational School (SMA/SMK) graduates with relevant experience are also welcome to apply. Strong interest in the insurance and financial services industry . Strong communication and interpersonal skills. Confident and comfortable communicating with prospective and existing customers. Highly motivated, proactive, and willing to take on new challenges. Target oriented and motivated by sales achievement. Willing to work toward achieving a minimum two-digit monthly income target . Strong willingness to learn and develop professionally. Able to build and maintain professional relationships with clients. Self motivated and capable of working independently as well as collaboratively within a team. Benefit & Career Opportunities Sales Commission Sales Performance Bonus Annual Bonus Annual Contest Reward Continuous Training & Professional Development Career Advancement Opportunities Life Insurance Benefit Opportunity to build a long term career in the insurance and financial services industry Career opportunity: Join Heksa Insurance and take the first step toward building a successful career in financial consulting. Job Type: Full-time
Наблюдалась 2026-09-15, впервые 2026-09-04, источник — Indeed.