Sales & Marketing Executive

Role Overview

We seek proactive and client-focused part-time Insurance Advisors to join our team. This role entails identifying customers' financial protection needs, providing clear explanations of insurance products, assisting in policy application processes, and sustaining lasting customer relationships. It's ideal for individuals desiring flexible schedules, supplemental income, and a foothold in the insurance and financial services sector.

Key Responsibilities

• Engage with potential clients to assess their insurance and financial protection requirements.
• Clearly articulate the features, benefits, exclusions, and terms of insurance products.
• Suggest appropriate insurance options tailored to customer needs.
• Generate leads through personal networks, referrals, and company resources.
• Support customers during insurance application and documentation processes.
• Perform follow-ups with prospective and current clients.
• Maintain professional and ongoing customer relationships.
• Stay updated on insurance offerings, regulatory changes, and internal processes.
• Meet sales and service goals while adhering to ethics and regulations governing insurance sales.

Candidate Qualifications and Skills

• Minimum educational qualification: Completed 12th grade or graduation as applicable.
• Strong communication and interpersonal skills.
• Customer-focused and professional demeanor.
• Basic proficiency with smartphones, emails, and online tools.
• Ability to work autonomously and manage time efficiently.
• Experience in sales, banking, insurance, or customer service is beneficial but not essential.
• Must fulfill any licensing or certification requirements pertinent to insurance advisory roles.