Insurance Sales Agent

JOB DESCRIPTION:

• Finds prospect customers for non-motor (e.g., Travel, General Accident, Fire, Marine Cargo, Liability, Bonds, etc.) insurance by gathering customer information, both existing and new; builds own account portfolio
• Serves as point of contact throughout the customer lifecycle (pre-sales to after-sales) to fulfill customer requirements; collaborates with the team and insurance partners
• Executes the KYC (Know Your Customer) process for customers in own account portfolio in compliance with legal/regulatory requirements
• Generates positive customer experiences with the goal of generating multi-product and repeat customers
• Contributes to building the team’s knowledge base of markets, products, and customer profiles
• Provides data on own account portfolio for aggregation to management reports
• Assists the accounting team with monitoring accounts receivable from customers within the account portfolio

QUALIFICATIONS:

• Must be a bachelor’s degree holder in any program
• Preferably with at least three (3) years of insurance sales experience. Candidates with experience in sales and with customer-handling skills in any field are welcome to apply.
• Fresh graduates who can demonstrate sales and customer-handling skills are welcome to apply.
• Willing to grow career and build expertise in the financial services space, particularly in insurance services (training, coaching, and mentoring to be provided)
• With functional knowledge of Microsoft Office (e.g, Outlook, Word, Excel, PowerPoint), Gmail, and social media platforms
• Willing to work onsite, meet customers in their places of work, and participate in trade fairs and similar sales and marketing events
• Able to communicate well with external and internal stakeholders both orally and in writing
• Must be passionate about customers – able to build relationships with customers of diverse profiles, able to handle customer concerns professionally
• Able to structure and deliver sales presentations with minimal supervision; able to collaborate with internal stakeholders for more complex product offerings

Job Types: Full-time, Permanent, Fresh graduate

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Employee discount
• Health insurance
• Life insurance
• Paid training
• Promotion to permanent employee

Ability to commute/relocate:

• Angeles City: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What is your active email address?

Experience:

• sales: 1 year (Preferred)

Work Location: In person