Insurance Specialist

Requirements

• Diploma or Bachelor's degree in any discipline, or CFP/AFP candidate preferred
• Self-motivated, proactive and have a strong sense of ownership.
• Strong presentation, communication, organisational, and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of insurance products, regulations, and industry best practices.
• Proficiency in Microsoft Office.
• Licensed in life insurance and general insurance.
• Proven track record of success in insurance sales or a similar role.
• High level of integrity and professionalism.
• Ability to learn and adapt to new technologies.
• What makes you stand out:
• Like to think out of the box and possibilities to execute creative ideas
• Self-starter and hungry for growth
• Enjoy challenges and demonstrate adaptability and resilience in a fast paced environment
• Have a strong sense of ownership, collaborative and value teamwork
• Passionate about wealth management, and driven to prospect new business and develop long-term relationship with

Additional Information

Job Description Develop and implement effective sales strategies to promote insurance products and achieve sales targets. Identify and cultivate leads through various channels. Conduct thorough needs assessments to understand clients' insurance requirements and provide suitable recommendations. Present insurance products and solutions to clients in a clear and professional manner, addressing any questions or concerns they may have. Create engaging and informative content for social media platforms, particularly TikTok/Instagram, to increase insurance awareness and engage with potential clients. Prepare and process insurance applications, ensuring accuracy and compliance with regulatory requirements. Build and maintain strong relationships with clients to foster long-term trust and loyalty. Stay updated on industry trends, market conditions, and product developments to provide informed advice to clients. Collaborate with insurers and internal teams, such as underwriting and claims, to facilitate seamless client experiences. Meet or exceed sales targets and KPIs. Maintain accurate records of sales activities and client interactions.

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Company Intel

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