01Overview
Key Responsibilities
Sales and Client Acquisition: Identify potential clients through various channels, including cold calling, networking, and referrals. Drive sales of insurance products by understanding clients' needs and offering appropriate solutions.
Client Relationship Management: Build and maintain strong relationships with clients to ensure high levels of customer satisfaction and retention. Provide after-sales support to address any client inquiries or issues.
Product Knowledge: Stay updated on industry trends, product updates, and regulatory changes to effectively communicate the benefits of insurance products to clients.
Documentation and Record Keeping: Maintain accurate records of all customer interactions and sales activities in CRM systems. Prepare reports on sales performance and client feedback.
Negotiation and Closing: Negotiate terms and conditions of insurance policies with clients and underwriters to finalize sales agreements.
Training and Development: Participate in training programs and continuing education to enhance product knowledge and sales skills.
Qualifications
Education: A bachelor's degree in Business, Finance, Marketing, or a related field is preferred.
Experience: Proven track record in sales, preferably in insurance or financial services.
Skills: Excellent communication, negotiation, and interpersonal skills. Ability to understand and explain complex insurance products and services.
Compensation: 11,352.86 - 20,000.00 per month
Work Location: In person .
