We are looking for a motivated and trustworthy individual to join our insurance business as an Insurance Sales Assistant. The role involves generating new business, building relationships with prospective and existing clients, and supporting the day-to-day operations of the insurance business.
The ideal candidate should have a strong interest in sales, good communication skills, and a willingness to travel for client meetings and business development.
Key Responsibilities
Generate new business through cold calling, lead generation, and client outreach.
Understand customer requirements and recommend suitable insurance solutions.
Follow up with prospective clients and convert leads into customers.
Build and maintain strong, long-term relationships with existing clients.
Regularly connect with clients to understand their requirements and provide timely assistance.
Schedule and conduct client meetings and follow-ups.
Maintain records of leads, prospects, customers, and follow-ups.
Assist with documentation and other day-to-day insurance-related activities.
Travel locally for client meetings, business development, and relationship management.
Achieve assigned business development and sales targets.
Ensure all client interactions are handled with professionalism, honesty, and integrity.
Requirements