Job Responsibilities

• Prospect and generate new leads through cold calling, networking, referrals, and marketing activities.

• Meet potential clients to understand their insurance needs and recommend suitable insurance products and services.

• Build and maintain strong relationships with clients while providing excellent customer service.

• Respond to client inquiries, concerns, and claims in a timely and professional manner.

• Maintain regular communication with clients to review their coverage and recommend updates when necessary.

• Achieve or exceed assigned sales targets.

• Prospect new clients and upsell or cross-sell products to existing clients to increase policy premiums.

• Maintain strong knowledge of insurance products and services offered by the company.

• Provide professional advice and consultation to clients based on their needs and financial capacity.

• Collect necessary client information and complete documentation accurately and efficiently.

• Ensure compliance with underwriting guidelines, insurance regulations, and company policies.

• Stay updated on industry trends, product updates, and sales techniques.

• Participate in training programs and workshops to enhance product knowledge and sales skills.

• Prepare regular reports on sales activities, pipeline status, and performance metrics.

• Attend industry events, seminars, and networking activities to build professional relationships.

• Maintain professionalism in all interactions and represent the company positively.

Job Requirements

• Bachelor’s degree in any discipline.

• Minimum 2 years of sales experience with a strong passion for achieving sales targets.

• Basic knowledge of banking and insurance products is preferred.

• Strong communication, negotiation, and interpersonal skills.

• Ability to build and maintain strong professional relationships with partners and customers.

• Active personality with a positive attitude and strong customer service mindset.