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Role Overview
As a Sales Associate – Life & Retirement, you will play a pivotal role in helping clients secure their futures through life insurance and retirement planning. This is an opportunity to develop valuable skills, contribute to a growing team, and build a rewarding career in insurance.
Key Responsibilities
Sales and Lead Generation
- Identify and approach potential clients to promote life insurance and retirement solutions.
- Develop and maintain a robust sales pipeline to meet and exceed targets.
Customer Engagement
- Build trust with clients by understanding their needs and providing personalized recommendations.
- Deliver exceptional service during and after the sales process to ensure satisfaction.
Product Knowledge
- Stay updated on life insurance products, industry trends, and regulations to provide accurate and relevant information.
Follow-Up and Relationship Management
- Conduct regular follow-ups with clients to address concerns, renew policies, and identify cross-selling opportunities.
Collaboration and Reporting
- Work closely with the underwriting team to deliver seamless service.
- Track and report sales performance, providing insights to optimize strategies.
What We’re Looking For
Experience:
- Proven track record in sales and customer service.
- Knowledge of life insurance products is an advantage.
Skills:
- Strong interpersonal and communication abilities.
- Confidence in handling rejection and maintaining motivation.
- Proficiency in building and maintaining trust with clients.
Education:
- Certification in insurance or related fields is a plus.
What’s in It for You?
- Competitive retainer and performance-based incentives.
- Opportunities for professional growth and skill development.
- A supportive team environment with strong mentorship.
