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Insurance Sales Representative
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Sales Executives play a pivotal role in driving revenue growth within the insurance industry. Their primary objective is to actively engage with potential clients, understand their insurance needs, and present tailored solutions that meet those requirements.
Main Responsibilities
- Generating new business opportunities through effective sales strategies and techniques.
- Persuading potential customers to purchase insurance products or policies.
- Obtaining referrals and leads from various sources, including lead generation activities.
- Converting data into qualified leads and closing sales deals.
Detailed Job Functions
- Serving customers by selling insurance products that cater to their specific needs.
- Identifying individuals and soliciting sales for goods or services that align with their requirements.
- Evaluating results and competitive developments to recommend changes in products, service, and policy.
- Resolving customer complaints by investigating issues, developing solutions, and preparing reports for management.
- Maintaining professional and technical knowledge through ongoing education and training.
- Conducting client or market surveys and recording detailed notes regarding sales or services offered.
- Delivering prepared sales talks to persuade potential customers to purchase insurance products or services.
- Explaining products or services, prices, and answering questions from customers.
- Recording contacts, accounts, and orders in the company's system.
- Collecting customer information such as name, address, and payment method, and entering orders into computers.
- Identifying potential customers from sources like referrals, cold calling, and other legal means.
- Assisting and supporting line managers by completing tasks assigned by them when necessary.
