SUNARSO
Ilmu Hukum
Jakarta,JK
Summary
Dynamic individual with hands-on experience in Marketing, Administration, and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
Work History
Financial Advisor
PT. Axa Mandiri Indonesia
03.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
ACCOUNT EXECUTIVE
ASURANSI JASA INDONESIA
1 2019 - 1 2021
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
Bancassurance Sales Executive
PT. AIA Financial
10.2023 - 02.2024
- Met or exceeded monthly sales quotas consistently by implementing effective sales strategies and managing time efficiently.
- Developed a pipeline of potential customers through networking, prospecting, and cold calling efforts.
- Collaborated with bank branch staff to identify cross-selling opportunities for insurance products within the existing customer base.
- Built strong relationships with clients, resulting in repeat business and client referrals for new opportunities.
- Maximized revenue generation opportunities by actively promoting multiple insurance products across various lines such as life, health, and property.
- Mentored new team members on best practices for Bancassurance sales success, sharing insights from personal experiences in the field.
ACCOUNT OFFICER FUNDING
BANK BPR LOKADANA UTAMA
01.2022 - 01.2023
- Collecting new client
- Melakukan pengenalan produk
- Mengelola akun client
- Membina hubungan baik dengan client.
Education
Bachelor of Arts - ILMU HUKUM
UNIVERSITAS TADULAKO
04.2014 - 04.2018
Skills
Sales and Marketing
Financial Advising
Financial Planning
Retirement planning
Microsoft Word
Microsoft Excel
Power Point
Personal Information
- Date of Birth: 10/17/96
- Gender: LAKI-LAKI
- Religion: ISLAM
Languages
Indonesian
Native language
English
Intermediate
B1
Sport
Saya menyukai berbagai jenis olahraga terkhususnya Sepak Bola dan Futsal. Sejak menginjak Sekolah Menengah Pertama saya aktif menjadi anggota tim sepak bola sekolah dan mengikuti berbagai kejuaraan.
Timeline
Financial Advisor
PT. Axa Mandiri Indonesia
03.2024 - Current
Bancassurance Sales Executive
PT. AIA Financial
10.2023 - 02.2024
ACCOUNT OFFICER FUNDING
BANK BPR LOKADANA UTAMA
01.2022 - 01.2023
Bachelor of Arts - ILMU HUKUM
UNIVERSITAS TADULAKO
04.2014 - 04.2018
ACCOUNT EXECUTIVE
ASURANSI JASA INDONESIA
1 2019 - 1 2021
Similar Profiles
Soehendro ArdiansyahSoehendro Ardiansyah
Audit Internal and System Operational Manager at PT Denpoo Mandiri IndonesiaAudit Internal and System Operational Manager at PT Denpoo Mandiri Indonesia
Irina MathildaIrina Mathilda
Secretary to the Agency Director at PT. Axa Financial Indonesia (Insurance Agency)Secretary to the Agency Director at PT. Axa Financial Indonesia (Insurance Agency)
Alifiando Destara YusufAlifiando Destara Yusuf
Data Scientist at AXA Mandiri Financial ServicesData Scientist at AXA Mandiri Financial Services