Sales Consultant(Insurance)
7 months ago
**Qualification and Experience**
- Bachelor's degree or equivalent experience in business or sales.
- 3+ years of sales consulting or business intelligence experience.
- 2-3 years broker.
- Must have B2B experience.
- Excellent written and verbal communication skills.
- Ability to multi-task, organize, and prioritize work.
**Roles and Responsibilities**
- Provide general sales support (needs analysis, data review, and product demonstrations)
- Serve as the customer advocate and liaison for product management and development.
- Prepare periodic forecasts and progress updates toward sales goals.
- Identify prospects and business opportunities to grow portfolio in the relevant segment i.e. Insurance.
- Successfully manage the sales process i.e. client signup and lead generation from Insurers, Insurance Brokers, Insurance Administrators and Insurance Underwriting managers to a billable installation of the selected product.
- Achieve or exceed allocated sales and revenue targets as set out by management.
- Ensure CRM and activity reports are updated daily with all relevant activities.
- Proactively up-sell and cross-selling into accounts gained.
- Regular training on products and service offerings to the insurance partner client base that you build.
- Build, maintain and strengthen relationships with prospect clients, existing clients and relevant stakeholders.
- Resolve client queries and complaints.
- Liaise with all internal departments and stakeholders.
- Report on sales, fitments, market share, penetration, competitor activity and market movement.
Job Reference: TCN01804
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