Sales Specialist
Skills
About This Role
Job Summary
Responsible for driving the sales of all insurance products to new and existing clients.
This role involves identifying and managing sales opportunities, developing an in-depth understanding of client insurance needs, and positioning the company as the preferred insurance partner, ultimately achieving successful closures in line with annual targets.
Key Responsibilities
- Identify and pursue business opportunities to expand existing accounts and generate new business in line with annual sales targets.
- Build and maintain strong relationships with customers by providing support, information, guidance, and efficiently addressing product-related inquiries.
- Maintain a rich pipeline of new prospects, ensuring that detailed and accurate information is captured to successfully close opportunities.
- Ensure that issued policies align with internal underwriting guidelines, company standards, and regulatory requirements to maintain service quality.
- Prepare and submit periodical sales reports to management, ensuring reports are detailed, accurate, and contain all required information.
- Understand and adhere to all compliance requirements, including but not limited to reporting suspicious transactions, maintaining company records, and attending mandatory compliance training sessions.
- Provide timely support and unrestricted access to information for compliance audits or requests.
Qualifications
- Bachelor’s degree in marketing, Insurance, Business Administration, or a related field.
- Fresh graduate or up to two (2) years of relevant experience in insurance or sales.
- Excellent interpersonal and communication skills.
- Strong customer service orientation.
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