Insurance Advisory Specialist (Direct Channel)
Core
Engage customers via outbound consultative conversations to assess financial protection needs and recommend suitable insurance solutions.
Role type
Direct channel insurance sales and advisory specialist
Builds
Insurance policies and financial protection plans for individual customers
Domain
Insurance and financial services
Deliverable
product features
Required skills
Outbound consultative selling, needs-based financial assessment, regulatory compliance, pipeline management, telesales, relationship building
Preferred skills
Insurance, banking, wealth advisory, or contact centre sales experience
Technologies
CRM systems, telesales platforms
Responsibilities
Conduct outbound consultative conversations to understand customer protection needs, perform needs-based financial assessments, recommend suitable insurance solutions, manage customer pipelines and follow-ups, achieve sales and conversion targets, resolve customer enquiries and escalate issues, maintain accurate engagement records
Seniority
Mid-level, hands-on IC