Sales Associate – Life & Retirement

As a Sales Associate – Life & Retirement, you will play a pivotal role in helping clients secure their futures through life insurance and retirement planning. This is an opportunity to develop valuable skills, contribute to a growing team, and build a rewarding career in insurance.

Key Responsibilities

Sales and Lead Generation

• Identify and approach potential clients to promote life insurance and retirement solutions.
• Develop and maintain a robust sales pipeline to meet and exceed targets.

Customer Engagement

• Build trust with clients by understanding their needs and providing personalized recommendations.
• Deliver exceptional service during and after the sales process to ensure satisfaction.

Product Knowledge

• Stay updated on life insurance products, industry trends, and regulations to provide accurate and relevant information.

Follow-Up and Relationship Management

• Conduct regular follow-ups with clients to address concerns, renew policies, and identify cross-selling opportunities.

Collaboration and Reporting

• Work closely with the underwriting team to deliver seamless service.
• Track and report sales performance, providing insights to optimize strategies.

What We’re Looking For

Experience:

• Proven track record in sales and customer service.
• Knowledge of life insurance products is an advantage.

Skills:

• Strong interpersonal and communication abilities.
• Confidence in handling rejection and maintaining motivation.
• Proficiency in building and maintaining trust with clients.

Education:

• Certification in insurance or related fields is a plus.

What’s in It for You?

• Competitive retainer and performance-based incentives.
• Opportunities for professional growth and skill development.
• A supportive team environment with strong mentorship.