Sales Advisor - Insurance (225-813)

As a Sales Advisor in the insurance sector, you will play a pivotal role in driving sales and fostering positive relationships with clients. Your primary objective will be to provide expert advice and tailored insurance solutions to meet the individual needs of clients while ensuring high levels of customer satisfaction. This position requires a thorough understanding of insurance products and the ability to communicate effectively with a diverse range of clients. You will be responsible for identifying potential customers, understanding their needs, and presenting suitable insurance options. The role involves staying up-to-date with industry trends and the competitive landscape to maintain the company’s market position. This position demands a proactive approach, excellent negotiation skills, and a commitment to achieving sales targets. You will be part of a dynamic team dedicated to delivering exceptional service and achieving business growth.

Responsibilities

• Identify and engage with potential clients through various channels and outreach methods.
• Conduct comprehensive needs analysis to tailor insurance recommendations for customers.
• Present and explain insurance policy features and benefits to prospective clients.
• Evaluate existing coverage and suggest policy enhancements or additional products.
• Maintain detailed records of customer interactions and insurance sales transactions.
• Achieve assigned sales targets and contribute to the overall business objectives.
• Keep updated with changes in insurance legislation and governing regulations.
• Develop strong customer relationships to foster loyalty and repeat business.
• Coordinate with underwriting teams to facilitate policy issuance and changes.
• Attend industry events to network and stay informed about market trends.
• Provide ongoing support and follow-up to ensure customer satisfaction.
• Communicate customer feedback to management for product improvement.

Requirements

• Proven experience in sales, ideally within the insurance industry or similar sectors.
• Excellent communication and interpersonal skills with a customer-focused approach.
• Strong knowledge of insurance products, services, and industry practices.
• Ability to perform analysis and assess client needs effectively and efficiently.
• Proficient in using CRM software and other sales management tools.
• Demonstrated ability to meet sales targets and drive revenue growth.
• Proactive problem-solving skills and ability to work in a fast-paced environment.