Job Details
We are seeking a motivated and trustworthy Insurance Sales Agent / Advisor to sell insurance products, advise customers on suitable cover, and build a loyal client base. Reporting to the Sales Manager or Branch Manager, the successful candidate will generate new business, review customers’ needs honestly, and support clients from first enquiry through to policy issue and renewal.
The core of the role is prospecting and client acquisition. The Insurance Sales Agent identifies and approaches individuals, families, and businesses through referrals, networking, walk-ins, calls, digital leads, and community events, and qualifies prospects so that effort goes where cover is genuinely needed. Needs are explored through good questions about assets, dependants, income, existing policies, and risk exposure, rather than by pushing a product before the customer’s situation is understood.