Insurance Advisory Specialist (Direct Channel)
Core
Engage assigned customers through outbound consultative conversations to understand their protection, health, and financial planning needs and recommend suitable insurance solutions.
Role type
Direct channel insurance sales and advisory specialist
Builds
Insurance policies and financial protection solutions for individual customers
Domain
Insurance and Financial Services
Deliverable
client delivery
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 comprehensive needs-based financial assessments, manage customer pipelines and follow-ups, achieve sales and conversion targets, resolve customer enquiries, maintain accurate documentation of engagements
Seniority
Mid-level individual contributor