Sales Specialist
Skills
Business Relationship ManagementFinancial GoalsFinancial ServicesRegulatory RequirementsSales PresentationsSales Target Management
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 and negotiation skills
- Self-motivated and results-driven
- Ability to work independently
- Life insurance license or ability to obtain one
Nice to have
- Relationship building
- Trustworthy
- Persuasive
- Detail oriented
- Independent
Day to day
- Prospect and generate leads through a targeted platform that connects you with qualified candidates seeking life insurance products.
- Conduct comprehensive client consultations to uncover financial goals and insurance needs, then present tailored life insurance solutions.
- Deliver compelling sales presentations to individuals and groups while building long-term relationships, managing follow-ups, and maintaining accurate sales records.