Insurance Sales Advisor Job Description
Sales insurance advisors play a pivotal role in our business, providing exceptional customer service and driving revenue growth.
* Achieve sales targets by proactively engaging with clients, identifying opportunities to upsell and cross-sell products, and delivering tailored solutions to meet their needs.
* Handle customer queries and concerns with professionalism and empathy, escalating complex issues to the relevant teams as necessary.
* Staying up-to-date with industry developments and regulatory requirements through ongoing training and professional development.
* Foster a collaborative environment by contributing to team efforts, sharing knowledge, and embracing a flexible work approach.
* Monitor client relationships, identify potential sales opportunities, and implement strategies to enhance customer engagement and retention.
Requirements:
* Possessing APA or CIP certification.
* Meeting CPD requirements in line with industry standards.
* Demonstrating experience in sales and customer service, with a preference for those with a background in insurance/financial services.
* Exhibiting strong communication and interpersonal skills, with a passion for working in the insurance industry.
Key Skills:
* Customer relationship management
* Account management
* Business development
* Communication and interpersonal skills
* Industry knowledge and expertise