Financial & Insurance Consultant (Fulltime | Part Time)

About us

PT Generasi Pasti Sukses is a dynamic and growing financial services company dedicated to providing comprehensive financial and insurance solutions to our clients. We are committed to delivering exceptional customer service and building lasting relationships with the communities we serve. Our mission is to empower individuals and families to achieve their financial goals through expert guidance, innovative products, and personalised service. We pride ourselves on our integrity, professionalism, and commitment to excellence in all aspects of our business.

About the role

We are seeking a talented and motivated Financial & Insurance Consultant to join our growing team in Jakarta Raya on a part-time basis. This is an excellent opportunity for professionals who wish to develop a career in financial services whilst maintaining flexibility in their schedule. As a Financial & Insurance Consultant, you will play a crucial role in helping our clients make informed decisions about their financial futures. You will be responsible for assessing client needs, recommending appropriate financial and insurance products, and building strong relationships that drive business growth. This position offers significant earning potential through commissions and provides a pathway for career advancement within the financial services industry.

Key responsibilities

1. Assess client financial situations and insurance needs through comprehensive consultations

2. Recommend suitable financial products and insurance solutions tailored to individual client circumstances

3. Present and explain financial and insurance products to prospective and existing clients with clarity and professionalism

4. Prepare detailed financial plans and insurance proposals for client review and approval

5. Build and maintain a strong client portfolio, ensuring regular communication and excellent service delivery

6. Process applications, policy documents, and administrative paperwork accurately and efficiently

7. Meet individual sales targets and contribute to team performance goals

8. Stay current with market trends, regulatory changes, and product developments in the financial services industry

9. Provide ongoing support to clients, addressing inquiries and resolving concerns professionally

10. Collaborate with colleagues and management to identify cross-selling opportunities and enhance client relationships

What we're looking for

1. Valid insurance and financial services licences (or willingness to obtain them)

2. Excellent communication and interpersonal skills with the ability to explain complex concepts clearly

3. Proven ability with a track record of meeting or exceeding targets

4. Strong analytical skills with the ability to assess client needs and recommend appropriate solutions

5. Ability to build and maintain professional relationships and networks

6. High level of integrity, honesty, and ethical conduct in all client interactions

7. Flexibility and adaptability in a fast-paced, dynamic environment

8. Bachelor's degree in Finance, Business, Economics, or a related field is preferred

What we offer

We provide a competitive and rewarding compensation package that recognises your contributions and performance. Benefits include attractive commission structures with significant earning potential, flexible working arrangements suitable for part-time employment, professional development and training opportunities to enhance your skills and advance your career, access to industry-leading products and resources, and a supportive team environment that values collaboration and mutual success. We are committed to fostering a workplace culture that promotes work-life balance, personal growth, and professional achievement. Our part-time arrangement allows you to balance your career with other commitments whilst building a successful career in financial services.

Apply now

If you are an enthusiastic and results-driven professional with a passion for helping clients achieve their financial goals, we would like to hear from you. Please submit your CV, a cover letter outlining your relevant experience, and any certifications or qualifications to our recruitment team. Join PT Generasi Pasti Sukses and become part of a team dedicated to making a positive impact in our clients' financial lives.