Financial Adviser – Short term Specialist
Core
Provide specialist Short Term Insurance knowledge and direct sales service to generate business from new and existing sources while managing end-to-end customer experience.
Role type
Short Term Insurance Sales Specialist
Builds
Short Term Insurance products and services
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Direct Selling, Consultative Selling, Sales Data Management, Sales Software, Qualifying Prospects, Probing Questions, Identifying Sales Opportunities, Strategic Selling, Customer Understanding, Building Trust
Responsibilities
Procure new business, Expand sales with existing customers, Work mainly on own leads, Provide first line support to resolve customer queries
Seniority
Individual Contributor, mid-level specialist
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