Description
Client Acquisition & Business Development
- Identify and prospect potential clients including individuals and businesses.
- Conduct market research to understand target audiences and their insurance needs.
- Develop and implement strategies to achieve or exceed monthly sales quotas.
Client Relationship Management
- Build and maintain strong relationships with existing and prospective clients.
- Ensure a high level of customer satisfaction through professional engagement and timely service delivery.
- Maintain regular communication with clients to ensure continued engagement and retention.
Insurance Advisory & Sales
- Explain the benefits, features, and limitations of available insurance packages to prospective clients.
- Prepare tailored insurance offers that meet the specific needs of clients.
- Customize insurance programs where necessary to accommodate clients requirements.
Sales Execution & Pipeline Management
- Use various sales methods including video meetings, cold calls, emails, and social media outreach to generate leads.
- Follow up on prospective clients to close sales opportunities.
- Ensure timely fulfillment of client orders and policy processing.
Client Records & Reporting
- Maintain accurate client records and documentation.
- Complete application forms and maintain organized sales reports.
- Review existing client policies periodically to identify opportunities for updates or additional coverage.
Reporting Structure
Reports To: Respective Team Leads
Qualification/Experience
- Minimum of B.Sc. or HND in Marketing, Business Administration, or any related discipline.
- Minimum of 3 years of progressive experience in sales, marketing, or the insurance industry.
- Proven experience generating leads and achieving sales targets in a competitive market.
- Strong sales, negotiation, and persuasion skills.
- Excellent written and verbal communication abilities.
- Good understanding of insurance products and regulatory requirements.
- Ability to build and maintain long-term client relationships.
- Strong organizational and record-keeping skills.
- Presentable and personable with strong interpersonal skills.
- Professional and credible when interacting with clients.
- Self-motivated with a strong drive to achieve sales targets.
- Customer-focused with the ability to build trust and confidence with clients.
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