- Creating marketing initiatives to attract new clients.
- Maintaining client relationships.
- Propose the most suitable insurance solution to clients
- Meeting with potential clients to discuss their insurance needs.
- Researching all the available policy options for the client.
- Presenting policy details to the client and signing the policy agreement.
- Advising clients on risk management initiatives.
- Bachelor's degree in accounting, finance or business management.
- Proven work experience as an insurance broker.
- Minimum 2 years of relevant experience in a similar capacity
- A passion for sales.
- Good working knowledge of employee benefits products
- In-depth knowledge of insurance products.
- Good communication and interpersonal skills.