Insurance Sales Consultant
Core
Outbound sales consultant helping customers compare life insurance options across major retail insurers to find suitable cover.
Role type
Outbound sales consultant (general advice)
Builds
Life insurance policies for individual customers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
outbound sales experience, sales methodologies, target-driven mindset, customer education, record keeping, cross-functional collaboration
Preferred skills
industry experience, quick learning ability, initiative, resilience, autonomous work
Technologies
CRM systems, quote generation tools, online enquiry platforms
Responsibilities
Achieve monthly sales targets, facilitate phone and online enquiries, guide customers through insurance options, educate clients on product choices, maintain accurate records and generate quotes, collaborate with team and departments for efficient application processes
Seniority
Individual Contributor, mid-level sales professional