Sales Specialist

Aegis Ltda; Bogotá; On-site; COP 30,000,000 - 55,000,000; Full time

Job summary

AEGIS LTDA, operating as AEGIS Insurance, is seeking a Sales Specialist to drive growth in Bogotá. The role focuses on identifying prospective clients, presenting tailored insurance solutions, and closing sales while delivering excellent customer service.

The Sales Specialist will manage client relationships, conduct needs assessments, prepare proposals, and follow up on leads from multiple channels. Collaboration with internal teams ensures accurate policy information and successful renewals.

Qualifications

• Excellent communication and customer service skills.
• Proven sales ability, including prospecting, negotiating and closing.
• Sales management and training skills to optimize processes.
• Strong organizational and time-management abilities.
• Experience in insurance, banking, or related fields preferred.
• Comfort with CRM tools and basic office software; works well independently and in a team.

Responsibilities

• Identify prospective clients and present tailored insurance solutions.
• Close sales and drive portfolio growth.
• Manage client relationships and conduct needs assessments.
• Prepare proposals and follow up on leads from multiple channels.
• Collaborate with internal teams to ensure accurate policy information and renewals.
• Maintain detailed sales records and meet performance targets.
• Participate in ongoing product and market training.

Skills

Communication

Customer service

Sales

Prospecting

Negotiation

Closing

Education

Business or related education

Tools

CRM tools

Office software

Job description

Company Description

AEGIS LTDA, operating as AEGIS Insurance, provides flexible insurance solutions in Colombia designed to protect what matters most: life, family, and business. The company offers a tailored portfolio of insurance products that address the specific needs of individuals and organizations. With a strong focus on security and peace of mind, AEGIS LTDA works closely with clients to help safeguard their most valuable assets. Prospective team members join a mission-driven organization committed to delivering customized, reliable coverage across diverse sectors.

Role Description

The Sales Specialist is a full-time, on-site role based in Bogota, D.C. This role focuses on identifying prospective clients, presenting tailored insurance solutions, and closing sales to support portfolio growth. Daily activities include managing client relationships, conducting needs assessments, preparing proposals, and following up on leads generated through various channels. The Sales Specialist will collaborate with internal teams to ensure accurate policy information, support policy renewals, and deliver a high standard of customer service. The role also involves maintaining detailed sales records, meeting performance targets, and participating in ongoing training to stay current on products and market trends.

Qualifications

• Candidates should possess strong Communication and Customer Service skills to build trust, understand client needs, and provide clear, timely information.
• Candidates should possess proven Sales skills, including prospecting, negotiation, and closing, ideally within insurance or financial services.
• Candidates should possess Sales Management and Training skills to help optimize sales processes, support team initiatives, and participate in knowledge-sharing activities.
• Candidates should possess solid organizational and time-management abilities to handle multiple client accounts and meet sales targets consistently.
• Relevant experience in insurance, banking, or related fields, along with a technical, business, or commercial education, is beneficial.
• Comfort with using CRM tools and basic office software, plus the ability to work independently and as part of a diverse team, is preferred.