Roles and Responsibilities
Research and source potential clients and build long-term relationships with them while selling insurance products.
Customize insurance programs to suit individual clients
Sales of insurance products to meet the set targets from time to time.
Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
Advise clients on the insurance policies that best suit their needs
Deliver approved policies to new clients and explain benefits and risks of the policy
Re-assess the policy needs of existing clients after life-changing events
Fill-out and submit applications, issue quotes, maintain client records and prepare reports
Keep abreast of industry and market trends and best practices
Participate in sales meetings and offer valuable ideas contributing towards the growth of business.
Escalate any unresolved queries or queries not resolved in a timely manner to the Sales Leadership
Skills and Qualifications
Experience in Insurance Sales
Excellent communication and presentation skills
Resilient spirit and a persistent nature
Impeccable interpersonal skills and friendly attitude
Well organized with great time management abilities.
Certificate of Insurance/Diploma/Degree in related field
Preferred Qualifications
Experience with CRM software (i.e. Hubspot)
Ability to deliver presentations (Office)
Apply via :
lami.bamboohr.com
