JOB DESCRIPTION FOR SALES
Job Description:The Sales Officer is responsible for driving the sales of insurance products and services, contributing to the growth and profitability of the company. The role involves identifying potential clients, building relationships, understanding client needs, and providing appropriate insurance solutions. This position plays a crucial role in maintaining client satisfaction and achieving organizational objectives while adhering to industry regulations and ethical standards.
Key Responsibilities:
- Sales and Lead Generation:
- Identify and contact prospective clients through cold calls, networking, and referrals.
- Develop and implement sales strategies to achieve individual and team targets.
- Actively promote insurance products to individuals, small businesses, and corporate clients.
- Customer Relationship Management:
- Build and maintain strong relationships with clients to ensure retention and cross-selling opportunities.
- Act as a point of contact for clients, addressing inquiries, concerns, and policy-related issues.
- Regularly follow up with clients to provide updates on policy status and renewal notifications.
- Product Knowledge and Presentation:
- Gain an in-depth understanding of the company’s insurance products and services.
- Present and explain product features, benefits, and costs to clients in a clear and engaging manner.
- Customize insurance solutions based on client needs and preferences.
- Market Research and Insights:
- Conduct market research to identify emerging trends, competitors, and new opportunities.
- Provide feedback and recommendations to management for improving products and sales strategies.
- Maintain and strengthen relationships with existing clients to ensure client retention.
- Bachelor’s degree in Insurance, Business Administration, Marketing, or a related field.
- 0-2 years experience in sales, preferably in the insurance or financial services sector.
- Professional certifications in insurance such as CIIN, ACII is an added advantage.
- Basic understanding of insurance products and industry dynamics.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM tools.
- Ability to identify client needs and offer tailored insurance solutions.
- Strong negotiation and persuasion skills.
- Ability to create and deliver impactful sales presentations.
- Ability to analyze market trends and adapt strategies.
- Effective problem-solving and decision-making skills.
- Accuracy:
- Error-free documentation and timely submission of proposals and contracts.
- Timeliness:
- Meeting sales and lead conversion deadlines.
- Timely follow-up on client inquiries and concerns.
- Learning and Development:
- Demonstration of knowledge growth through training assessments.
- Active participation in team projects and department initiatives.
- Compliance:
- Adherence to internal policies and regulatory requirements.
- Minimal to zero compliance-related errors.
- Quality of Work:
- Retention and satisfaction rates of acquired clients.
- Collaboration:
- Effectiveness in coordinating with other departments and external stakeholders.
Unsolicited Applications
Candidates are encouraged to send us unsolicited applications because we consider unsolicited resumes and file them for future recruitment.