الوصف الوظيفي
Executive – Retail Sales & Services
An Insurance Sales Executive is responsible for promoting and selling insurance policies to individuals or businesses, ensuring clients receive suitable coverage tailored to their needs. Key responsibilities and qualifications include:
Responsibilities:
Product Awareness: Understand the Company’s Insurance Products and Schemes thoroughly. Timely acquainted with updations of Insurance Policies and Procedures.
Planning: Timely meeting with HoDs and Line Managers to plan and implement the sales strategy.
Client Acquisition: Identify and engage potential clients through methods such as networking, cold calling, and referrals.
Needs Assessment: Evaluate clients' insurance requirements and recommend appropriate policies.
Policy Presentation: Clearly explain insurance products, coverage options, and benefits to clients.
Sales Targets: Achieve and surpass sales goals and performance metrics.
Customer Service: Provide ongoing support to clients, assisting with policy renewals, claims, and addressing inquiries.
Record Maintenance: Keep detailed records of client interactions and sales activities.
Market Awareness: Stay informed about industry trends, product developments, and regulatory changes.
Qualifications:
Education: A bachelor's degree in Business, Finance, Marketing, or a related field is preferred.
Experience: Proven experience in sales, particularly within the insurance or financial services sectors.
Skills:
Strong communication and interpersonal abilities.
Proficiency in negotiation and sales techniques.
Capability to understand and convey complex insurance products.
Organizational skills for managing sales pipelines and client records.
Familiarity with Customer Relationship Management (CRM) software and Microsoft Office Suite.