Career Opportunities in Insurance and Financial Services
7 days ago
This role is ideal for those eager to build a rewarding career in insurance and financial services. As an Insurance Agent, you will work with clients to identify their insurance and financial needs.
The successful candidate will have the opportunity to work with various clients, conducting meetings to understand their requirements, providing professional advice on suitable insurance products, and preparing proposals to meet their needs.
You will also be responsible for performing follow-up calls, maintaining ongoing client relationships, and ensuring policy reviews align with evolving client needs.
Key Responsibilities:
- Prospecting and Client Acquisition
- Clients Meetings and Needs Assessment
- Insurance Products Advice
- Proposal Presentation
- Client Relationship Management
- Policy Review
- Policy Application Support
- Industry Trends Awareness
- Sales Performance
Requirements:
- No prior experience is required; newcomers and entry-level professionals are welcome.
- Strong interpersonal and communication skills.
- Ability to build rapport and foster trust with clients.
- Proactive and self-motivated with a results-driven mindset.
- Basic knowledge of financial and insurance products is a plus but not mandatory.
- Minimum Diploma or equivalent; a Bachelor's degree in Business, Marketing, or related field is preferred.
- Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.
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