Direct Sales Representative-Bancassurance

Principle Accountabilities

Responsibilities

  • Present, promote and sell products to existing and prospective customers
  • Establish, develop, and maintain positive business and customer relationships
  • Reach out to customer leads through cold calling and continuously improve through feedback.
  • Expedite the resolution of customer problems and complaints to maximize satisfaction
  • Deliver the agreed upon sales targets and outcomes within agreed timelines.
  • Coordinate sales effort/activations with team members and other departments
  • Analyze the territory/market’s potential, track sales and status reports
  • Supply management with reports on customer needs, problems, interests, competitive activities and potential for new products and services.
  • Keep abreast of best practices and promotional trends.
  • Any other duties as may be assigned from time to time.

Key Competencies and Skills

Skills and Attributes

  • Excellent communication and interpersonal skills.
  • Excellent planning and organization skills.
  • Ability to work under pressure.
  • Excellent problem solving and decision-making skills.
  • Knowledgeable with industry’s rules and regulations.
  • Results driven and customer focused.
  • Basic understanding of the insurance industry and products.

Minimum Qualifications, Knowledge and Experience

Education:

  • Business/Insurance related Diploma.

Professional:

  • Certificate of proficiency in Insurance (COP).

Experience:

  • 1 year’s sales experience.

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