Life Planner

Company Description

Prowealth Financial is a Jakarta-based financial services company focused on helping customers achieve their financial goals and aspirations through tailored protection and investment solutions. As the first non-bank institution fully licensed by the Indonesian Financial Services Authority (OJK) to provide both protection and investment directly to the market, Prowealth combines regulatory rigor with innovation. The organization is committed to delivering high-quality products and services while building long-term client relationships. Prowealth also invests in a modern, performance-driven business environment, offering aspiring professionals a platform to grow their careers and leadership capabilities. The company’s vision, “Live Prosper, Live Wealthy, Live the Prowealth Way,” reflects its dedication to financial well-being and professional growth.

Role Description

The Life Planner is a full-time, hybrid role based in the Jakarta Metropolitan Area, with a mix of office-based and work-from-home responsibilities. This role focuses on helping clients identify, plan, and achieve their financial and protection objectives through personalized solutions and ongoing advisory support. Day-to-day tasks include meeting with prospective and existing clients, conducting financial needs analyses, recommending appropriate insurance and investment products, and following up to ensure client satisfaction and policy suitability over time. The Life Planner also supports sales and marketing activities, such as participating in campaigns, presentations, and networking events to build a strong client base. Collaboration with internal teams, accurate documentation, and adherence to regulatory and company standards are essential aspects of the role.

Qualifications

• Strong knowledge and practical experience in Insurance and General Insurance products, with the ability to explain coverage and benefits clearly to clients.
• Demonstrated skills in Sales, including prospecting, relationship building, and closing, with a client-centric advisory approach.
• Experience or familiarity with Marketing activities, such as client outreach, promotional campaigns, and brand representation.
• Excellent communication and interpersonal skills, with the ability to build trust and maintain long-term client relationships.
• Comfort working in a hybrid environment, managing both in-person meetings in the Jakarta area and remote work efficiently.
• Strong analytical and problem-solving abilities to assess financial needs and propose appropriate solutions.
• High level of integrity, professionalism, and commitment to regulatory compliance and ethical standards.
• Bachelor’s degree in business, finance, management, or a related field is preferred; relevant certifications in insurance or financial planning are an advantage.