Sales Advisor – Insurance 28J25

As a Sales Advisor specializing in Insurance, you play a crucial role in guiding customers through the often complex world of insurance products. You will work closely with potential clients to understand their insurance needs, provide them with relevant information, and recommend the best insurance solutions that fit their individual or business requirements. You will be responsible for generating leads, meeting with prospective clients, and closing sales to meet or exceed personal and company sales goals. Excellent communication skills, market knowledge, and the ability to build strong customer relationships are key to success in this role. If you are self-motivated with a passion for sales and helping clients secure their futures, this position offers a rewarding opportunity to impact lives while advancing your career.

Responsibilities

• Conduct market research to identify potential leads and new sales opportunities.
• Build and maintain productive relationships with new and existing clients.
• Present insurance solutions that meet clients' individual needs and circumstances.
• Achieve monthly and annual sales targets to meet company objectives.
• Prepare accurate policy documentation and handle administrative tasks effectively.
• Provide clients with accurate and detailed information on various insurance products.
• Handle customer inquiries and resolve any issues promptly and professionally.
• Stay updated with industry trends, changes, and developments in insurance regulations.
• Collaborate with team members and share best practices to improve sales strategies.
• Attend training sessions and workshops to continually enhance your insurance knowledge.
• Ensure compliance with all company policies and legal requirements.
• Regularly update CRM tools with client information and sales activities for tracking.

Requirements

• Bachelor's degree in business, marketing, finance, or a related field preferred.
• Proven experience in sales, particularly within the insurance sector, is required.
• Strong communication skills, with the ability to present complex information clearly.
• Demonstrated ability to meet and exceed sales targets consistently.
• Self-motivated, with a strong drive to succeed and achieve business results.
• Knowledge of various insurance products, laws, and regulations is essential.
• Proficiency in using CRM software and MS Office necessary for role efficiency.