Job vacancy Insurance Sales Executive

25 April, 2024
Job Type
Job Status
Full Time
Job Title

Insurance Sales Executive

Job Location
Job Presentation


  • 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
Valid Till
25 Sep, 2024 (96 days left)

Executive Search
Room 1006, 10th Floor, Panchan Tower, Corner of Bagayar & Dhamazedi, Myaynigone, Sanchaung Tsp, Lanmadaw
  +(95) 1-538534, +(95) 9-451106089

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