Insurance Specialist

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.

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