Sales Executive

Job Description

We are searching for a highly observant Sales Managers to render accurate support on behalf of our steadily expanding firm. This role should gather client’s insurance requirements, deliver appropriate guidance, and suggest appropriate insurance plans to match the client’s needs.

The Front Line Sales Officer (Life, Health, Motor & General Insurance) will be responsible for building and managing relationships with channel partners, ensuring they are equipped to effectively sell and support our offerings and joint go-to-market initiatives to drive mutual growth and success.  

Role & Responsibilities

• Direct selling to the customers via appointments.

• Conduct a financial need analysis for clients

• Source potential clients through professional networks, calls, and referrals

• Explain various insurance policies and products to potential and existing clients, guiding them towards the best coverage

• Source, Recruit and Onboard POSP (Point of Salesperson)

• Target setting for the team member (POSP)

• Formulating sales strategies for achieving targets.

• Training, motivating & developing a positive mindset in team members.

• Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies

• Suggest modifications and updates to existing client’s insurance policies

• Build customized insurance policies and packages with support of First Advisors Officials.

• Advise clients on potential risks and benefits of each policy

• Generate Revenue through direct sale and POSP Team.

Preferred Candidate Profile

Minimum 3 years’ experience in applicable vertical i.e Life, Health, Motor & General Insurance Product.

Role: Officer Sales

Industry Type: Insurance Broking

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Enterprise, B2B & B2C Sales

• It is a Full Time Sales / Business Development job for candidates with 3 - 5 years of experience.