DTC Insurance Agent (Direct-to-Consumer)
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Key skills for this role
About the Role
We are seeking a motivated and results-driven DTC Insurance Agent to promote and sell insurance products directly to customers.
Key Skills for This Role
Full Job Posting
Job Summary
We are seeking a motivated and results-driven DTC Insurance Agent to promote and sell insurance products directly to customers.
The ideal candidate will have a strong background in insurance sales, excellent communication skills, and the ability to build lasting customer relationships while achieving sales target
Sales & Business Development
- Promote and sell insurance product (life insurance) directly to customers.
- Generate leads through calls, referrals, digital platforms, and walk-ins.
- Meet and exceed monthly and annual sales targets.
- Conduct needs analysis and recommend suitable insurance solutions.
Customer Relationship Management
- Build and maintain strong relationships with new and existing customers.
- Provide professional advice on policy selection, coverage, and benefits.
- Ensure high levels of customer satisfaction and retention.
Policy Management
- Assist clients with policy documentation, applications, and renewals.
- Ensure accurate data entry and compliance with company policies.
- Follow up on pending cases and ensure timely policy issuance.
Compliance & Reporting
- Adhere to regulatory and compliance standards in all sales activities.
- Maintain proper records of customer interactions and transactions.
- Prepare regular sales and performance reports.
Qualification and Experience Requiremets
- Minimum
- 2 years of experience in insurance sales
- (mandatory).
- Proven track record of achieving sales targets.
- Strong knowledge of insurance products and market trends.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work in a target-driven environment.
- Proficiency in MS Office and CRM tools.
- Bachelor’s degree in Business, Finance, or related field (preferred).
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