Sales Specialist

Skills
Business Relationship ManagementFinancial GoalsFinancial ServicesRegulatory RequirementsSales PresentationsSales Target ManagementLife Insurance
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Proven sales experience preferably in insurance or financial services
  • Exceptional communication and interpersonal skills
  • Outstanding presentation skills
  • Strong negotiation skills
  • Self-motivated and results-driven
  • Ability to work independently
  • Life insurance license or ability to obtain one

Nice to have

  • Independent
  • Results-driven
  • Self-motivated
  • Client-focused
  • Ethical

Day to day

  • Specialize in living benefit life insurance products and present a broad portfolio from 25+ carriers to clients.
  • Prospect qualified candidates through the company platform and focus on meaningful client conversations instead of lead hunting.
  • Conduct needs assessments deliver persuasive sales presentations manage relationships and maintain compliant records.