Insurance Sales Specialist

About the role

This full‑time onsite position focuses on identifying and qualifying insurance prospects, presenting suitable products, and guiding clients through the sales and application process while delivering strong customer service.

Key responsibilities

• Identify and qualify insurance prospects.
• Present appropriate insurance products to potential clients.
• Guide clients through the sales and application process.
• Handle inbound and outbound calls.
• Respond to customer inquiries promptly.
• Provide clear and accurate product information.
• Maintain a strong focus on customer service throughout interactions.

Required profile

• Strong insurance sales skills with a proven track record of meeting or exceeding sales goals.
• Knowledge of insurance concepts, policy structures, and coverage options.
• Excellent customer‑service abilities, including active listening, clear communication, and problem‑solving.
• Ability to work effectively in a performance‑driven setting with minimal supervision.
• Comfort using CRM systems and standard office software for documentation and follow‑up.
• High level of professionalism, ethical standards, and attention to regulatory compliance.

Required skills

• CRM systems
• Standard office software