Sales and Marketing Specialist at Heirs Life

Job Summary

• Overall, the primary goal of a life insurance sales officer is to sell life insurance policies and provide exceptional customer service while maintaining the highest standards of ethical and professional conduct.

Responsibilities

• Prospecting: Identifying potential customers and generating leads through various channels such as cold-calling, networking, and referrals.
• Sales: Meeting with potential customers to discuss their life insurance needs, explaining policy options, and closing sales.
• Customer service: Maintaining ongoing relationships with customers to ensure their satisfaction and address any concerns they may have.
• Administration: Processing applications, completing paperwork, and ensuring that all necessary documentation is in order.
• Marketing: Developing and implementing marketing strategies to increase the visibility of the company and attract new customers.
• Compliance: Ensuring that all sales activities are conducted in compliance with legal and regulatory requirements.
• Professional development: Staying up-to-date with industry trends, products, and services to enhance sales skills and knowledge.
• Identifying and understanding the need of the customer
• Sell the insurance products proactively to new and prospective customers
• Participate in tactical sales and marketing activities
• Ensure timely submission of weekly sales activities report to direct sales manager
• Participate in weekly/monthly sales performance review meetings

Requirements

• Minimum academic qualification of NCE
• No experience required
• Excellent communication skill
• Excellent persuasion skill