We are looking for motivated and responsible individuals to join our team as Insurance Advisors. The role involves understanding clients' financial protection needs and recommending suitable insurance and financial solutions.
You will build long-term relationships with clients while helping individuals and families plan for a more secure future.
Key Responsibilities
- Identify and develop new customer prospects through networking, referrals and digital platforms.
- Understand customers' financial goals, protection requirements and risk profiles.
- Explain insurance products, benefits, features, terms and conditions clearly.
- Recommend suitable solutions based on customer needs.
- Build and maintain strong, long-term customer relationships.
- Follow up with prospects and existing clients.
- Assist customers with policy servicing and claim-related guidance.
- Generate referrals and expand your professional network.
- Maintain accurate customer records and documentation.
- Achieve assigned business and performance objectives.
- Follow all applicable insurance regulations and ethical sales practices.
Skills Required
- Excellent communication and interpersonal skills
- Customer-focused approach
- Basic understanding of financial products
- Good presentation and convincing skills
- Networking and relationship-building ability
- Positive attitude and willingness to learn
- Time management and follow-up skills
- Ability to work independently and as part of a team