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Conduct client consultations to understand their protection and financial needs. Recommend appropriate life, medical, or critical illness protection solutions. Manage the full sales cycle: prospecting, needs analysis, proposal, closing, and after-sales service. Build long-term relationships with clients, providing ongoing support and policy reviews. Achieve monthly and quarterly sales targets in line with company standards. Educate clients on the benefits and structure of insurance products and protection plans. Ensure compliance with legal, ethical, and regulatory frameworks. Maintain up-to-date knowledge of all products and industry developments.
Job Responsibility:
Conduct client consultations to understand their protection and financial needs
Recommend appropriate life, medical, or critical illness protection solutions
Manage the full sales cycle: prospecting, needs analysis, proposal, closing, and after-sales service
Build long-term relationships with clients, providing ongoing support and policy reviews
Achieve monthly and quarterly sales targets in line with company standards
Educate clients on the benefits and structure of insurance products and protection plans
Ensure compliance with legal, ethical, and regulatory frameworks
Maintain up-to-date knowledge of all products and industry developments
Requirements:
Bachelor’s degree in Business, Finance, Marketing, or a related major from a reputable university
Experience in insurance, financial advisory, or sales in a service-based sector is a plus
Excellent interpersonal and presentation skills
Fluency in English is a must
Nice to have:
Experience in insurance, financial advisory, or sales in a service-based sector is a plus