insurance sales representative job description
• to sell insurance policy, end to end closure
• selling of 2 and 4 wheeler insurance policy /term insurance to the leads
• to have an in depth knowledge of hard-core sales and sell life insurance policies to the customers
• to work for providing first class service experience to existing customers and take references for acquiring new quality customers.
• to continuously improve product knowledge and awareness of market trends and competitor products.
• to overcome problems using guidelines and escalate with expediency, when necessary.
• good co-ordination and networking skills
• contacting potential clients and creating rapport by networking, cold calling, using referrals etc
• persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
• advise clients on the insurance policies that best suit their needs
• achieve sale target for incentives.
• research and source potential clients and build long-term relationships with them
• deliver approved policies to new clients and explain benefits and risks of the policy
• re-assess the policy needs of existing clients after life-changing events
• fill-out and submit applications, issue quotes, maintain client records and prepare reports
• keep abreast of industry and market trends and best practices
• maintain electronic and paper records
insurance sales representative requirements
• 2-3 years of previous working experience as an insurance agent.
• excellent communication and presentation skills
• lead generation
• must have selling skill
• impeccable interpersonal skills and friendly attitude
• well organized with time great management abilities
• must be flexible in nature, positive attitude, easily handle pressure.
• needs candidates who can join on immediate.