Insurance Sales Consultant

Role Summary:

The primary role is to promote and sell Insurance products by actively reaching out to potential customers,

understanding their insurance needs and offering suitable insurance products to meet those requirements.

Roles & Responsibilities:

● Contact potential clients and build rapport by utilizing different channels like networking, cold

calling, referrals etc.

● Guide businesses, individuals, and families select an insurance policy that best fits their needs.

● Issue quotes, maintain client records, prepare reports, and answer client questions about insurance

plans and policies.

● Keep detailed records of customer interactions, transactions, and sales activities in the company's

CRM system

● Ensure accurate and complete documentation of customer information and policy details.

● Maintain regular contact with existing clients to discuss renewals or add-ons and suggest

modifications and updates to existing clients’ insurance policies

Educational Qualifications Required:

Graduation in any stream with a 50% score.

Knowledge:

Extensive and up to date knowledge of various insurance products, coverage options, industry regulations

and market trends.

Skills Required:

● Demonstrable success working in telesales or sales

● Apt phone etiquette and friendly phone voice

● Polished convincing and negotiations skills

● Excellent written and verbal English communication skills

● Flexibility and openness to innovation and improvement

Competencies Required:

● Product Knowledge

● Communication

● Sales Acumen

● Adaptability

● Customer Centricity

● Relationship Management

● Proactiveness.

● Time Management

Performance Indicators:

● Revenue

● Sales Conversion

● Process Adherence

● Learning & Growth