Announced
25 April, 2024
Job Type
Employee
Job Status
Full Time
Job Title
Insurance Sales Executive
Job Location
Job Presentation
Responsibilities
- Act as frontline life insurance sales staff in bank branch, selling life and health insurance products either in-branch sales or at customer's location
- Conduct financial needs analysis and identify customer's insurance needs; subsequently recommending life and health insurance products to best suit their needs
- Ensure sales targets are being met, while working closely with bank staff to optimize sales
- Build relationship and collaborate with bank staff to build a strong pipeline of insurance prospects/leads
- Work closely with sales manager and bank staff to identify opportunities to increase sales and customer retention
- Participate in joint visits to improve sales skills and drive performance
- Provide quality customer service and after-sales services to maintain customer relationships
- Ensure adherence to sales quality and compliance standards
- Prepare periodic reports to update sales manager on sales progress and opportunities for improvement in branches
Required Qualifications & Skills
- Bachelor's degree in business management, or in a related field
- Minimum 3 years of sales experience, preferably within the financial services industry
- Understanding of financial planning concepts and practices
- Sales and customer service-oriented mindset
- High-performer and target driven
- Excellent verbal/written communication & interpersonal skills
- Team player with excellent relationship building skills
Reference number
JL-000535
Valid Till
25 Sep, 2024 (60 days left)
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