About the role
In this role, you will assist clients in understanding their insurance needs and help them choose the most suitable products. Your daily tasks will include conducting risk assessments, preparing insurance proposals, and building enduring client relationships. This position is ideal for those who enjoy engaging with clients and have a knack for sales and customer service.
The team is dedicated to providing comprehensive training and ongoing support to ensure your success in guiding clients through their insurance options. As a key member of the team, you will contribute to increasing client satisfaction and retention while achieving personal and team sales targets.
What you'll do
- Assess client insurance needs and risks
- Develop insurance proposals and policies
- Maintain strong client relationships
- Meet sales targets and contribute to team goals
What you'll need
- Bachelor's degree in finance or related field
- Strong communication and negotiation skills
- Previous experience in a client-facing role
Skills
Good to have
Benefits
- Comprehensive training and support
- Performance-based incentives
- Health and wellness benefits
Interested in this role?
It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.
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