Sales and Insurance Specialist

6 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia SRG Asia Pacific Sdn Bhd Full time
About the Role:
We are seeking a highly motivated and results-driven Sales and Insurance Specialist to join our team. As a key member of our sales team, you will be responsible for advising and selling various insurance products to new and existing customers.

Your primary role will involve assessing customer needs, recommending suitable insurance plans, and ensuring an exceptional customer experience. You will play a vital part in helping clients understand their insurance options and secure the best coverage to meet their individual needs.

Main Responsibilities:
  • Sales and Customer Service:
  1. Actively seek out new sales opportunities through cold calling.
  2. Engage with clients to understand their needs and recommend suitable insurance products (life, health, home, auto, etc.).
  3. Provide clear and detailed explanations of insurance coverage, benefits, and premiums to customers.
  4. Build and maintain strong, long-lasting relationships with clients.
  5. Follow up with prospective clients to close sales and achieve sales targets.
Customer Needs Assessment:
  1. Conduct thorough consultations with clients to determine their needs and tailor insurance solutions that meet their financial goals.
  2. Provide guidance and recommendations on different insurance options to ensure clients make informed decisions.
Achieving Sales Targets:
  1. Meet or exceed monthly and annual sales targets as set by the Sales Manager.
  2. Track sales performance and maintain a sales pipeline using CRM.


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