Retail Sales Advisor at a Leading Firm

 Job Objectives: 

• To supervise sales of insurance products 
• To generate sale revenue by meeting sales targets/goals as per agreed terms 
• To manage relationship with partners (such as Banks etc.) 
• To carry out other assignment as assigned to you, such as on on-boarding/training of new RSA 

 Key Responsibilities and Accountabilities

• Seek out new prospects and develop clientele base via networking 
• Promotes insurance products and services to existing and prospective clients by utilizing available resources 
• Work with prospects through the sales process; understand customer needs; handle objections and close business deals 
• Addresses client inquiries, ensuring their needs are consistently met and explaining features, advantages and disadvantages of policies to promote sales of insurance plans 
• Maximize sales of appropriate products that meet the needs of customers by effective use of sales skills 
• Achieve, or exceed sales targets while ensure compliance to all company’s sale objectives 
• Deliver excellent customer service and ensure effective relationship management of customers 
• Monitors insurance industry trends, competitive products, pricing, and generally gather information that may prove helpful in developing products and services to meet clients’ needs 
• Initiate liquidation process and/or claims process for customers 
• Ensure appropriate booking and monitoring of transactions 
• Ensure data integrity while capturing customers details 
• Carry out inspection of subject matter of insurance 
• Implement ‘keep in touch’ procedures for customers 
• Maintain daily, weekly and monthly sales records and provide sales reports as required 
• Present the Individual performance at the company’s monthly performance review meeting 
• Carry out any other assignments given by supervisor, such onboarding and training of new PSS 

Required Skills and Competencies 

• Relevant first degree in any course 
• Good communication skills 
• Excellent problem solving skills and ability to reason critically 
• Excellent teaming and interpersonal skills 
• Excellent sales and negotiation skills 
• Good oral and written communication skills 
• Ability to be self-driven, passionate, with a high level of enthusiasm. 
• Good business acumen 
• Good numerate skills 
• Good planning and organizational skills 
• Proficiency in use of MS Office Tools (Excel, Word, Outlook etc.) 

JOB PREREQUISITE

• Candidates MUST be 26 years old and above
• Shortlisted candidates MUST attend a virtual/physical briefing before interview with clients. Candidates who do not attend briefing will not be approved for interview
• Candidates MUST HAVE smartphones and download Zoom and Microsoft Teams on it