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Senior Financial Planner

Rp6,000,000 - 10,000,000/Month ¡ Bonus of Rp6,000,000 - 10,000,000/month
Part-Time ¡ Hybrid
Minimum Bachelor’s Degree
1 - 3 years of experience
Urgent

Job Requirements

Hybrid
1 - 3 years of experience
Minimum Bachelor’s Degree
25-35 years old

Skills

Selling

Presentation Skills

Digital Marketing

Communication Skills

Job Benefits

Employee Award

Perform Bonus

Career Path

Training/Certification

Sales Commission

Mentorship

This job post is managed by

WN
winda novilia

Job description for Senior Financial Planner at Samudra Agency

Tanggung Jawab:

1. Melakukan aktivitas sales & konsultasi keuangan (insurance-based)

Mencari prospek, melakukan pendekatan, dan memberikan solusi proteksi & perencanaan keuangan kepada nasabah.

2. Membangun dan mengembangkan bisnis asuransi secara mandiri

Mengelola pipeline, mencapai target produksi, serta mengembangkan income berbasis performa.

3. Mengikuti training, coaching, dan sistem pengembangan dari perusahaan

Belajar skill sales, komunikasi, leadership, dan financial planning secara berkelanjutan.

4. Membangun dan memimpin tim (agency building)

Merekrut, membina, dan mengembangkan tim untuk ekspansi bisnis jangka panjang.

5. Mengelola hubungan jangka panjang dengan nasabah & tim

Memberikan pelayanan berkelanjutan serta menjaga kualitas relasi untuk pertumbuhan bisnis.

Kualifikasi:

1. Memiliki pengalaman kerja minimal 1 tahun dengan penghasilan terakhir minimal Rp6.000.000 per bulan.

2. Tertarik di bidang sales, bisnis, dan industri keuangan (asuransi).

3. Memiliki pola pikir business-minded, menyukai tantangan, dan target oriented.

4. Pantang menyerah, disiplin, serta memiliki kemauan tinggi untuk belajar dan berkembang.

Benefit:

💰 Komisi + allowance berbasis performa tanpa batas income.

🎯 Bonus dan insentif tambahan berdasarkan pencapaian individu dan tim.

📈 Jenjang karier jelas dari Financial Advisor hingga Agency Builder berdasarkan hasil, bukan senioritas.

🧠 Pengembangan diri melalui training, mentoring, dan coaching secara berkelanjutan.

✈️ Kesempatan mendapatkan reward trip ke luar negeri bagi performer terbaik

About the company
Samudra Agency
Financial Services
11 - 50 employees

We are a growing agency representing the products of PT. Prudential Life Assurance, one of Indonesia’s most reputable insurance companies.

With over 12 years of experience, we have served more than 2,000 clients and developed hundreds of Financial Advisors, supporting many of them to advance into leadership roles within the industry.

Office address

APL Tower Central Park Lobby BRI Lantai 2 Jl. Letjen S. Parman No. Kav. 28 RT. 12 RW. 17 Petamburan, Kec. Grogol Petamburan, Jakarta Barat (11440).

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