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7 Financial Sales Jobs in Indonesia
Sales professionals build client relationships by understanding financial needs and matching them to products.
Average salary: IDR 232,000,000
Average salary
IDR 232,000,000
across 7 jobs
- Personal Banker
- United Overseas Bank
- Semarang, Indonesia
- IDR 84,000,000 – IDR 144,000,000
- Associate, Treasures Banking Relationship Manager, Samarinda, Consumer Banking Group
- DBS Bank
- Samarinda, Indonesia
- IDR 120,000,000 – IDR 180,000,000
- Wealth Banking Relationship Manager - Pondok Indah 1
- United Overseas Bank
- Tangerang, Indonesia
- IDR 96,000,000 – IDR 144,000,000
- Personal Banker
- United Overseas Bank
- Batam, Indonesia
- IDR 96,000,000 – IDR 144,000,000
- Associate, Treasures Relationship Manager, Semarang, Consumer Banking Group
- DBS Bank
- Semarang, Indonesia
- IDR 120,000,000 – IDR 240,000,000
- Senior Associate, Treasures Relationship Manager
- DBS Bank
- Semarang, Indonesia
- IDR 180,000,000 – IDR 300,000,000
- Investment Wealth Manager
- Manulife
- Jakarta, Indonesia
- IDR 500,000,000 – IDR 900,000,000
Financial sales roles involve identifying prospective clients, presenting investment products or financial solutions, and closing deals. Employers typically expect candidates to hold relevant licenses (Series 7, Series 65, or equivalent), demonstrate strong communication skills, and show resilience in face rejection. These positions exist across banks, investment firms, insurance companies, and wealth management practices, ranging from junior associate roles reporting to senior sales managers through to senior positions leading sales teams or managing major accounts.
Financial Sales jobs by city
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Questions
What licenses do financial sales roles require?
Most positions require Series 7 or Series 65 licensing, though some entry-level roles hire before candidates obtain them. Employers typically support licensing through study materials and exam fees, with completion expected within the first months of employment.
What does a typical day look like in financial sales?
Days involve client calls, product research, proposal preparation, and relationship management across multiple accounts. Time splits between outbound prospecting, responding to inbound inquiries, attending client meetings, and updating CRM systems with activity records.
What skills matter most for this work?
Active listening, product knowledge, and persistence drive success more than aggressive tactics. Comfort with rejection and the ability to find multiple paths to closing a deal also separate stronger performers from others.
How do financial sales roles differ from trading or advisory positions?
Sales professionals focus on acquiring and maintaining clients while demonstrating how products meet their needs. Traders execute transactions based on market conditions, while advisors typically work deeper with existing clients on comprehensive planning.
What progression looks like from entry-level roles?
Entry-level associates typically move into senior associate or specialist positions after 2-3 years, then into team lead roles managing others. Some professionals transition into account management, sales management, or product specialist positions.
Do these roles involve travel?
Travel expectations vary by employer and account base. Some positions are fully office or phone-based, while others require regular client visits or occasional conference attendance.
How much independence do sales professionals have?
Independence grows with experience and performance history. Junior roles often follow established processes and scripts with manager oversight, while senior professionals manage their own client relationships and territory strategy.
What separates financial sales from customer service roles?
Sales professionals own the relationship from prospecting through close and beyond, driving new business revenue. Customer service roles typically support existing clients with questions or service issues without the responsibility for acquiring new business.
How do quotas and targets factor into the work?
Most roles carry individual revenue targets or activity metrics set quarterly or annually. Performance against these numbers typically determines compensation structure and advancement opportunities.
What working conditions are typical?
Most positions operate during standard business hours with phone and computer as primary tools. Periods of high market activity or quarter-end deadlines often extend hours, and many roles include performance pressure tied directly to personal income.