Job Title: Sales Associate / Sales Representative / Sales Consultant
Location: [Insert Location]
Experience: 2+ Years
Industry: Insurance / Finance / Sales
Job Overview:
We are seeking a motivated and results-driven Sales Professional to join our team. The ideal candidate will have experience in insurance sales, financial products, and general sales processes. You will be responsible for generating leads, building client relationships, achieving sales targets, and promoting our products and services to meet organizational goals.
Key Responsibilities:
Client Acquisition & Sales:
Identify, target, and convert potential clients through calls, emails, and in-person meetings.
Present and explain products/services to customers, highlighting their benefits.
Relationship Management:
Build and maintain long-term relationships with clients to encourage repeat business.
Understand client needs and provide tailored solutions in insurance and finance.
Lead Management:
Generate leads through various sources like networking, referrals, and marketing campaigns.
Maintain and update client databases and CRM systems accurately.
Sales Target Achievement:
Meet or exceed monthly and quarterly sales targets.
Monitor and report sales performance to management.
Market Research & Analysis:
Stay updated on industry trends, competitor products, and pricing strategies.
Provide feedback to management on market insights and opportunities.
Compliance & Documentation:
Ensure all sales activities comply with company policies and legal regulations.
Prepare and maintain necessary documentation related to sales, insurance policies, and financial agreements.
Skills & Qualifications:
2+ years of experience in insurance sales, financial services, or general sales.
Strong communication, negotiation, and interpersonal skills.
Customer-focused with the ability to build trust quickly.
Basic knowledge of finance and insurance products.
Proficiency in MS Office and CRM tools.
Performance Metrics:
Sales targets achieved.
Number of new clients acquired.
Customer satisfaction and retention rates.