Job Summary
We are seeking a dynamic and results-driven Insurance Advisor to join our team. The ideal candidate will be responsible for developing new business opportunities, managing client accounts, and providing tailored insurance solutions. This role offers an excellent opportunity to leverage sales, negotiation, and customer service skills in a fast-paced environment. Fluency in Punjabi is a plus, as it will help serve our diverse client base. The Insurance Advisor will play a key role in expanding our market presence and building long-term client relationships.
Duties
- Identify and pursue new business opportunities through outside/inside sales efforts, including networking
- Conduct thorough analysis of client needs to recommend appropriate insurance products and services
- Negotiate policy terms and pricing to secure favorable agreements for clients and the company
- Manage existing client accounts to ensure satisfaction, retention, and upselling of additional products
- Develop and implement marketing strategies to attract potential clients and increase brand awareness
- Utilize CRM tools such as Salesforce to track leads, sales activities, and customer interactions
- Collaborate with internal teams to develop customized insurance solutions that meet client requirements
- Provide exceptional customer service by addressing inquiries, resolving issues, and maintaining strong relationships
- Stay updated on industry trends, product knowledge, and regulatory changes affecting insurance offerings
Skills
- Proven experience in sales, business development, or account management within the insurance or related industries
- Strong negotiation skills with the ability to close deals effectively
- Business development experience with a focus on expanding market reach
- Technical sales experience, particularly in insurance solutions
- Excellent analysis skills to assess client needs and recommend suitable policies
- Proficiency with Salesforce or similar CRM platforms for managing customer information and sales pipelines
- Customer service-oriented mindset with strong communication skills in both English and Hindi/Punjabi (Preferred)
- Ability to work independently while collaborating effectively within a team setting
This role offers an engaging career path for motivated professionals eager to grow their expertise in insurance sales while making a meaningful impact on clients' financial security.
Pay: $40,000.00-$55,000.00 per year
Benefits:
- Dental care
- Extended health care
- Life insurance
- Paid time off
- Vision care
Application question(s):
- Do you have Permanent Residence or Citizenship
Licence/Certification:
Work Location: In person
