Sales Agents

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)