Sales Advisor - Insurance 18N25

As an Insurance Sales Advisor, your primary duty is to offer exceptional service and solutions to potential and existing clients seeking insurance products tailored to meet their individual needs. In this dynamic role, you will engage with customers to understand their insurance requirements, offer expert advice on products, and provide guidance on policy selection. You will possess comprehensive knowledge of various insurance products, stay updated on industry trends, and adhere to compliance protocols to ensure client satisfaction and regulatory standards are met. Your ability to build strong relationships, negotiate effectively, and close sales efficiently will be critical in achieving success in this role.

Responsibilities

• Meet and exceed individual sales targets through effective client engagement.
• Conduct thorough assessments to understand clients' insurance needs and preferences.
• Provide detailed explanations of insurance policies and options available to clients.
• Assist clients in selecting the most appropriate insurance plans for their needs.
• Maintain accurate records of client interactions and sales activities in CRM systems.
• Stay informed about changes in the insurance industry and update products knowledge regularly.
• Develop and maintain long-term relationships with clients to encourage repeat business.
• Negotiate terms and conditions of insurance policies to ensure client satisfaction.
• Provide exceptional customer service to address client inquiries and resolve issues promptly.
• Participate in sales meetings and training sessions to enhance insurance product knowledge.
• Collaborate with team members to achieve department and organization sales objectives.
• Ensure adherence to company policies, legal regulations, and ethical standards.

Requirements

• Proven experience in sales, preferably within the insurance industry, is required.
• Excellent communication and interpersonal skills for effective client interaction.
• Strong negotiation skills with a track record of closing sales successfully.
• Ability to learn and quickly adapt to new insurance products and updates.
• Proficiency in using CRM software and other sales tools for tracking activities.
• Adept at multi-tasking with strong organizational and time management skills.
• High level of professionalism and ethics in handling sensitive client information.