Sales Executive

Main Purpose Of Job The primary objective of a Direct Sales Executive in the insurance industry is to generate revenue by actively selling insurance products or policies directly to customers. Their role revolves around engaging with potential clients, understanding their insurance needs, and effectively presenting and promoting the insurance offerings provided by the company.

Brief Description Of Job Function

1. Produce new business.
2. Persuade potential customers to purchase a product or service.
3. Obtain referrals and leads from various lead generation activities.
4. Contribute to the department’s function of collecting data and converting them into qualified leads to close sales deals.
5. Duties Actually Performed By This Position:
6. Serve customers by selling insurance products.
7. Reach individuals to solicit sales for goods or services.
8. Recommend changes in products, service, and policy by evaluating results and competitive developments.
9. Resolve customer complaints by investigating problems, developing solutions, preparing reports, and making recommendations to management.
10. Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.
11. Conduct client or market surveys, and type detailed notes regarding sales or services offered.
12. Deliver prepared sales talks, reading from scripts that describe products or services, to persuade potential customers to purchase a product or service.
13. Explain products or services and prices, and answer questions from customers.
14. Maintain records of contacts, accounts, and orders in the company’s system.
15. Obtain customer information such as name, address, and payment method, and enter orders into computers.
16. Obtain names and telephone numbers of potential customers from sources such as referrals, cold calling, and any other legal means.
17. Assist and support the line manager by taking tasks assigned by them when necessary.

Essential Qualifications Required (Education/Experience/Skills)

1. Minimum of high school certification.
2. Diploma and some form of work experience is preferred.
3. Proven sales experience.
4. Strong communication skills.
5. Good selling skills.
6. Positive energy and teamwork ethos.
7. Excellent written and oral communication skills.
8. Good understanding of the services.
9. Highly computer literate, particularly in Microsoft Office Products.
10. Ability to persuade others to change their minds or behavior.
11. Ability to give full attention to what other people are saying and to actively look for ways to help people.

Typical Working Conditions