- Working with Partner-Bank staff to ensure they have an understanding of Astra Aviva Life’s insurance products and are able to identify and refer customers who have a need for insurance products
- Working with customers referred from Partner-Bank staff to understand their financial situation and recommending Astra Aviva Life insurance products that help the customers achieve their identified goals
- Undertaking all sales processes connected with Partner-Bank customers generating initial enquiries, following up on referrals from Partner-Bank, making sales of the most suitable products to customers and generating referrals for new customers for Partner-Bank and Astra Aviva Life
- Arranging meetings with existing clients, and to review their financial circumstances and life insurance needs. Obtaining referral to further prospects, where appropriate
- Ensuring that all customers and Partner-bank colleagues have appropriate expectations of the service from Astra Aviva Life and remain delighted with the company
- Ensuring that any and all compliance requests from internal and external sources are understood and implemented
- Being generally aware of financial markets in Indonesia, and being able to use this knowledge to answer objections from customer and Partner-Bank staff