Private Client Sales Advisor
Job Description - Sales Advisor, Private Client Services
Expat Insurance provides professional insurance advice on a complete portfolio of products including medical, home, travel, and motor insurance. An exciting new opportunity is available for an outgoing and sociable individual to join our front-end sales team providing effective insurance solutions for individuals and families. Our company operates a consultative sales approach so your sales process is interactive and tailored to individual client needs. The role engages a client base of mobile professionals in Singapore and across Asia.
Job Description:
- Provide needs analysis and insurance advice
- Match the client’s needs with medical and travel insurance products
- Disseminate product information to clients in a clear, informative and helpful manner
- Build rapport to facilitate the sales process and generate a wide referral network
- Keep up to date client records on our Salesforce database
- To attend networking events as and when required
- Establish sales processes internally and with insurers
- Maintain strong relationship with the Insurance relationship managers
- Maintain knowledge of market and competitors’ activities and plans
- Work with Marketing, EB and Life team to promote the brand and develop new business opportunities
- Engage with lead generation efforts to ensure adequate pipeline, in consultation with the marketing department
Person Specification:
- Outgoing, able to quickly build client trust and rapport
- You have the ability to prioritize work, remain calm under pressure and are confident with decision-making.
- You are a goal-oriented individual who is focused on monthly targets.
- Demonstrates a professional and friendly telephone manner
- Able to communicate clearly in written English
- Able to take on and assimilate large quantities of information
- Demonstrates good attention to detail to provide accurate information to clients
- Well organized with ability to manage a large workload and deadlines
- Possesses good numerical ability for insurance premium calculations
- Positive attitude and team player
- Proficient in Microsoft Excel, Microsoft Word, Outlook,
- Experienced with Salesforce or similar CRM platforms
You should have experience in the following areas:
- Sales
- People Management
- Working in a fast-paced, high volume environment
- Knowledge of the insurance industry
Qualifications:
- Examinations required: BCP, PGI and HI Insurance exams
If this sounds like you, or anyone that you know, please contact Niina Tippin on +65 6439 8014 or email niina@expatinsurance.com.sg