Note: The job is a remote job and is open to candidates in USA. DS Seguros Armação de Pêra is seeking a Sales Representative to generate and nurture leads and guide clients through insurance coverage options. The role involves conducting virtual meetings, preparing quotes, maintaining CRM records, supporting client onboarding and renewals, and providing clear, compliant information about insurance products.
Responsibilities
- Generating and nurturing leads, presenting insurance products, and guiding prospective and existing clients through coverage options
- Scheduling and conducting virtual meetings, preparing quotes, following up on inquiries, and maintaining accurate records in the CRM system
- Collaborating with internal teams to ensure smooth onboarding of new clients, managing renewals, and addressing policy changes
- Staying informed about product updates, market trends, and regulatory requirements to provide clear, compliant information to clients
Skills
- Candidates should possess strong Communication skills to explain insurance products clearly, negotiate terms, and build trust with clients
- Candidates should possess solid Customer Service skills to handle inquiries, resolve issues promptly, and maintain positive long-term relationships
- Candidates should possess proven Sales skills to identify opportunities, meet targets, and convert leads into policyholders
- Candidates should possess Training and Sales Management skills to support onboarding of new team members and contribute to improving sales processes
- Relevant qualifications include prior experience in insurance or financial services, familiarity with CRM tools, and the ability to work independently in a remote setting
- Additional beneficial qualifications include strong organizational skills, basic numerical and analytical abilities, and proficiency in standard office and communication software
Benefits
- Part-time remote role
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