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Sales Specialist

Skills
Computer LiteracyCustomer ServiceDeal ClosureFollow-Through SkillsInsuranceProfessional Phone SkillsSales
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 and negotiation skills
  • Self-motivated and results-driven
  • Ability to work independently
  • Willingness to travel within assigned territory
  • Flexible schedule
  • Valid driver’s license and reliable transportation
  • High school diploma or equivalent
  • Bachelor’s degree in business finance or related field is a plus
  • Life insurance license or ability to obtain one

Nice to have

  • Results-driven
  • Self-motivated
  • Independent worker
  • Strong rapport builder
  • Detail-oriented

Day to day

  • Prospect qualified candidates through a targeted platform to build a steady pipeline of life insurance opportunities.
  • Conduct thorough client consultations to uncover financial goals and insurance needs, then recommend tailored solutions.
  • Deliver persuasive presentations, manage follow-ups, and maintain accurate sales records while working independently and meeting targets.