Financial Planner - Singapore's #1 Insurance Brand (OCBC Group)

Great Eastern · 📍 Jakarta Selatan, Jakarta Raya · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
Rp 7.000.000 - Rp 10.000.000 per month
Are you a passionate and driven Financial Planner looking to make a difference in the insurance industry? Join Great Eastern, a leading insurance company in Indonesia, and be part of Singapore's #1 Insurance Brand, OCBC Group. We are seeking a talented Financial Planner to join our team in Jakarta Selatan. In this role, you will play a crucial part in helping our clients achieve their financial goals through comprehensive financial planning and insurance solutions.

📋 Tanggung Jawab Pekerjaan

Develop and present financial plans to clients, including investment strategies, retirement planning, and insurance solutions.,Conduct market research and stay updated on industry trends to provide clients with the best financial advice.,Assist clients in understanding their financial situation and helping them make informed decisions.,Collaborate with the sales and marketing teams to promote financial products and services.,Maintain accurate and up-to-date client records and financial information.,Provide excellent customer service and build strong relationships with clients.,Participate in team meetings and contribute to the overall success of the financial planning department.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, Business Administration, or a related field.,Minimum of 2 years of experience in financial planning or a related field.,Professional certification in financial planning (e.g., CFP, CFA) is a plus.,Strong knowledge of insurance products and services.,Excellent communication and presentation skills.,Proficient in using financial planning software and tools.,Ability to work independently and as part of a team.,Strong problem-solving and analytical skills.

🛠️ Keahlian

Financial planningInsurance products knowledgeClient relationship managementMarket researchPresentation skillsSoftware proficiency (e.g.Excelfinancial planning tools)
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