Sales Consultant

Responsible for client acquisition, building professional relationships, and understanding their insurance needs while providing suitable insurance solutions through an insurance brokerage, contributing to achieving sales targets and client retention.

Responsibilities:

* Acquire new clients from individuals and companies and build a customer database.

* Communicate with clients to understand their insurance needs and requirements.

* Present and explain suitable insurance products and solutions to clients.

* Obtain price quotes from insurance companies, compare them, and recommend the best options for clients.

* Follow up with clients from the proposal stage until the completion of the sale and issuance of documentation.

* Maintain strong relationships with existing clients and work on renewing their policies.

* Achieve monthly and annual sales targets.

* Monitor potential clients and update their data and the status of sales on the CRM system.

* Prepare regular reports on sales, clients, and market opportunities.

* Coordinate with internal departments and insurance companies to ensure service quality and speed.

* Adhere to regulations, guidelines, and policies related to the insurance brokerage sector.