Senior Insurance Sales Executive

Role: Senior Insurance Sales Executive

Responsibilities:

Explain various insurance policies and products to potential and existing 

clients, guiding them toward the best coverage

Issue quotes, maintain client records, prepare reports, and answer client 

questions about insurance plans and policies

Suggest modifications and updates to existing clients’ insurance policies

Build customized insurance policies and packages

Source potential clients through professional networks, cold calls, and 

referrals

Advise clients on potential risks and benefits of each policy

Skills and qualifications:

Excellent written and verbal communication skills

Comfortable speaking with clients, whether over the phone or in person

Persuasive argumentation and listening skills

Ability to identify and contact prospective clients

Ability to build customized insurance policies and packages that meet 

clients’ needs

General knowledge of different types of insurance plans, including home, 

business, and automotive

Preferred qualifications:

Strong background in the insurance industry

Friendly personality, with excellent interpersonal and sales skills

Resilient spirit and persistent nature

Strong analytical skills with a goal-oriented mind

Proven experience networking and building long-lasting relationships

Desire to receive feedback and improve performance