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* Identify & approach prospects using referrals from local community, personal contacts, established professional network, and leads or prospects provided
* Achieve targets through set KPIs and objectives
* Determine clients particular protection needs and financial situation by scheduling face to face appointments
Provide positive impact to clients by determining their evolving financial & protection needs during their lifetime, these include insurance, savings, and retirement plans
* Identify potential cross-selling opportunities of new products
* Ensure consistent multi-equipment protection solutions consisting of Life, Health, and General insurance products to clients
* Maintain full compliance of department to standards and reactivity/contribution to all compliance processes
* Advance product knowledge through regular training and on the job learning.
* Maintain knowledge on all competitor products and services and analyze all advantages and disadvantages for various products
* Document and maintain all records of sales activities and provide updates as required.
* Ensure renewals are being met in time and that their reports are being delivered to the management
* Abide to all underwriting requirements and maintain records
* Participate in all departmental meetings and support newcomers.
Qualifications:
* Bachelor's degree in a relevant field.
* 0-2 vears of experience
* Insurance Knowledge is preferable.
* Fluency in English.
* Excellent computer skills.
* High organizational and planning skills.
* Result driven.
* Ability to handle angry customers.
* Strong interpersonal and communication skills: excellent written and verbal communication skills.
* Strong desire to help clients grow and protect their financial future.
* Meeting sales goals.
* Customer focus.
* Ability to deal with problems involving several concrete variables in standardized situations.
* Pro-active thinking.
* Detail oriented.
Employment Type
Full-time
Industry:Other
Job Type:Permanent Job
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Date Posted: 07/11/2024
Job ID: 99473585