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Job Description
- Scout and identify potential clients with need for insurance coverage
- Design and implement strategies for effective marketing and sales of insurance contracts
- Contact potential customers through cold calls, emails and arranged meetings
- Offer clients various insurance services which cover health, property, vehicle, and life
- Provide elaborate explanation of contract features, benefits, and possible downsides to an insurance coverage
- Assist clients in selecting most suitable insurance service that better covers a policyholder
- Customize insurance contracts to match the requirements of the holder
- Ensure company policies and procedures are maintained when conducting the sales of insurance services
- Discuss with clients to obtain information as pertains the financial status of a client and condition of a property to be insured
- Conduct inspection of the property to verify its condition and determine if it’s a worthy insurance venture
- Maintain a record of insurance contracts and duly notify policyholders of pending renewal
- Proffer advice and recommendation to clients on risk minimization, retirement and pension plans
- Sell annuity contracts and mutual funds to clients often as part of retirement plan
- Facilitate the payment of beneficiaries on event of the demise of a policyholder
- Maintain contact with clients to provide them with updates and reply to customer feedback.
Job Requirements
- Communication Skills: The insurance sales job requires sales representatives to possess strong communication skills useful in interacting clients to offer policy services
- Persuasive Quality: Insurance sales representatives are skilled in convincing potential clients to subscribe to an insurance service
- Analytical Skills: Part of the qualities of insurance sales reps includes the ability to analyze the requirements of a client and determine most suitable policy coverage.
