Citi Insurance Specialist in Jakarta, Indonesia

  • Primary Location: Indonesia,Jawa,Jakarta

  • Education: Bachelor's Degree

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 18056180


Identify Gaps and Business Opportunity on Insurance:

  • Together with BM to identify business opportunity on Insurance in the branch to ensure achievement of Insurance revenue target on monthly basis

  • To ensure Sales team (RM and Sales head) is also fully aware on Insurance business strategy and goals

Coaching and Training:

  • To ensure that Sales team in branch has sufficient knowledge on Insurance

  • Insurance Specialist has full empowerment to work with Insurance partner in delivering regular product knowledge to Sales team as per required

  • Help to improve RM skill and knowledge on Insurance through training and ‘one-on-one’ coaching session

  • Have regular meeting with BM and RM using summary of coaching conducted and agreed upon future actions

Insurance Activities in branch:

  • Manage the overall Insurance activities in Retail Bank branch including managing Insurance partner’s Sales representatives’ (i.e., FSC) activities in helping RM to close Insurance sales

  • Accompany RM to meet customers (especially on big cases)

  • To ensure that all related communication on Insurance from IBG are well understood by Sales team in branch

  • Conduct regular customer event to support Insurance revenue achievement in branch

  • Work together with RM to come up with the most effective leads to be invited to the event and to ensure that proper follow up process on post event is in place

Regular Review:

  • Follow up on agreed upon action plans and report/track results to BM and IBG

  • Review Insurance pipelines per RM on daily basis, and regularly give guidance to RM on the pipelining process

  • Proactively giving input to IBG on the process improvement related to Insurance Sales in branch


  • Bachelor degree, minimum of 5 years working experience

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.