Insurance Sales Representative Job Description Template

Job Brief

We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.

The goal is to formulate strong relationships to ensure growth and preserve and augment our firm’s prestige.

Responsibilities

• Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
• Contact potential clients and create rapport by networking, cold calling, using referrals etc
• Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
• Collect information from clients on their risk profiles in order to offer them the proper solution
• Prepare reports to shareholders on the success of your business endeavors
• Retain continuous awareness of transactions, sales and terms and keep relative records
• Check insurance claims to solidify trust and safeguard reputation
• Frequently replenish job-specific knowledge and apply it on the field
• Fulfill all company-established policy obligations

Requirements

• Proven experience as an Insurance Sales Representative
• Good comprehension of insurance plans including automobile, fire, life, property, medical etc.
• Ability to work with computers and understand and interpret standard statistical findings
• Goal-oriented
• Excellent skills in communication and presentation
• Experience in delivering client-focused solutions and in creating long-lasting relationships
• High school or BSc degree