Insurance Sales - JD Template

Hireforce - JD Template - Insurance Sales
Hireforce - JD Template - Insurance Sales

A dynamic and motivated Insurance Sales professional is needed to join the team. As an Insurance Sales representative, you will play a crucial role in helping clients protect their financial futures by providing them with comprehensive insurance solutions.

Key Duties and Responsibilities

  • Prospect and cultivate new leads through various channels to expand the client base.
  • Analyze clients' insurance needs and recommend suitable policies and coverage options.
  • Provide personalized consultations to clients, explaining policy terms, conditions, and premiums.
  • Build and maintain strong client relationships by offering exceptional customer service and addressing inquiries or concerns.
  • Stay updated on industry trends, product offerings, and regulatory changes to provide accurate information to clients.
  • Collaborate with underwriters and claims departments to ensure efficient policy issuance and claims processing.
  • Meet or exceed sales targets and performance metrics.

Skills

  • Sales
  • Negotiation
  • Customer relationship management
  • Insurance product knowledge
  • Communication
  • Analytical thinking

Requirements

  • Bachelor’s degree in business, finance, or a related field preferred.
  • Proven track record of success in insurance sales or a related field.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Knowledge of insurance products and industry regulations.
  • Proficiency in customer relationship management (CRM) software.
  • Self-motivated with the ability to work independently and as part of a team.

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