Description
A leading insurance company is seeking:
INSURANCE BROKER
To advise clients in identifying their protection needs and offer suitable insurance products to ensure their financial and asset security, while achieving established sales targets.
* Prospect and acquire new clients (individuals and/or companies).
* Analyze clients' insurance needs.
* Design and present customized insurance proposals.
* Explain policy coverages, terms, exclusions, and benefits.
* Manage quotations with various insurance companies.
* Close sales and follow up on policy issuance.
* Provide after-sales service (renewals, modifications, claims handling).
* Maintain strong business relationships with clients and insurance companies.
* Meet sales targets and submit commercial reports.
**Requirements:**
* Education: Bachelor's degree (preferably in economics or administration).
* Experience: 1–3 years in sales (experience in insurance or financial services preferred).
* Certification as an insurance agent (as required by local regulations, e.g., CNSF in Mexico).
* Basic knowledge of insurance products (life, auto, medical expenses, etc.).
**Key Competencies:**
* Negotiation skills
* Results orientation
* Effective communication
* Customer service
* Proactivity
* Professional ethics
* Analytical ability
* **Technical Knowledge:**
* **CRM system proficiency**
* Microsoft Office Suite (Excel, Word)
* Consultative sales techniques
* Knowledge of the insurance market
Salary: $20,000.00 – $25,000.00 per month
Workplace: On-site employment