Insurance Advisor
TD
Total years of experience :7 years, 6 Months
1. Client Consultation: Conduct thorough consultations with clients to assess their insurance needs, including understanding their financial situation, risk tolerance, and coverage requirements.
2. Product Knowledge: Demonstrate comprehensive knowledge of various insurance products, including life, health, property, and casualty insurance, to effectively advise clients on suitable coverage options.
3. Policy Recommendations: Provide personalized insurance solutions tailored to each clients unique needs and budget constraints, recommending appropriate policies and coverage levels to mitigate risks and protect assets.
4. Relationship Management: Build and maintain strong relationships with clients by providing exceptional customer service, offering ongoing support, and proactively addressing any inquiries or concerns regarding insurance policies.
5. Sales and Business Development: Drive sales growth by prospecting new clients, generating leads, and converting prospects into policyholders through effective sales techniques, networking, and referrals, while also nurturing existing client relationships to foster repeat business and referrals.
• Regularly exceeded target quarterly and annual sales goals by 10-20% through B2B and B2C consultative selling.
• Ensured the client is well-informed, well-advised, and has great experience working with our company.
• Learned about clients drivers, challenges, and pain points and educated them on insurance solutions to resolve them.
• Analyzed customer needs through careful interviewing and questioning and provide appropriate solutions when necessary.
• Maintained records of all activities and communications in the CRM to provide timely reporting and information.
• Met and exceeded daily and quarterly targets by 30%-40% while managing and executing the Kognitive Marketing sales process.
• Qualified new prospects from leads generated and prospected via cold calling, email marketing, and other social strategies.
• Functioned as Training Manager for new hires and existing team members and launched a new service line in Alberta, Canada, and contributed to a successful launch.
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• Won 3rd place for generating the best sales in the company.
• Contacted prospective customers in the assigned territory to introduce key financial products
• Generated sales for Presidents Choice Banks financial products.
• Achieved quarterly targets set by the Sales management team.
• Functioned as Training Manager for new hires.