Insurance Sales Officer

Private Advertiser; Philippines; On-site; PHP 260,000 - 520,000; Full time

Job summary

Private Advertiser in Makati City is seeking a motivated Insurance Sales Officer to promote and sell insurance products, develop new client relationships, and maintain strong partnerships with existing customers.

The ideal candidate has insurance industry experience, excellent communication and customer service skills, and a strong ability to achieve sales targets in a fast-paced, target-driven environment.

Qualifications

• College degree in Business, Marketing, Finance, or related field.
• Insurance industry experience preferred.
• Excellent communication and customer service skills.
• Ability to achieve sales targets.
• Experience with CRM and MS Office.

Responsibilities

• Promote and sell insurance products based on clients' needs.
• Identify and develop new business opportunities.
• Build and maintain long-term client relationships.
• Explain products, coverage, terms clearly.
• Meet sales targets and report on performance.
• Maintain CRM records and sales activities.
• Coordinate with internal teams to process applications.

Skills

Communication

Customer service

Sales

Relationship building

Negotiation

Target-driven

Interpersonal skills

Education

Bachelor's degree in Business/Marketing/Finance

Tools

CRM systems

Microsoft Office

Online communication tools

Job description

Job Summary

We are looking for a motivated and customer-focused Insurance Sales Officer in Makati City. The successful candidate will be responsible for promoting and selling insurance products, developing new client relationships, and maintaining strong long-term partnerships with existing customers.

The ideal candidate has a background in the insurance industry, excellent communication and customer service skills, and a strong ability to achieve sales targets. This role requires someone who is trustworthy, organized, resilient, and highly motivated to succeed in a target-driven environment.

Job Description

Key Responsibilities:

• Promote and sell appropriate insurance products based on clients' needs.

• Identify and develop new business opportunities and potential clients.

• Build and maintain strong, long-term relationships with customers.

• Conduct client consultations and explain insurance products, coverage, benefits, and terms clearly.

• Respond to customer inquiries and provide excellent after-sales service.

• Follow up with prospects and existing clients to support customer retention and generate additional business.

• Achieve individual and team sales targets and performance objectives.

• Maintain accurate customer records and sales activities using CRM systems.

• Prepare sales reports and other required documentation.

• Coordinate with internal teams to ensure smooth processing of applications, policies, and client requirements.

• Stay updated on insurance products, industry developments, and relevant regulations.

• Maintain professionalism, integrity, and confidentiality in all client interactions.

Qualifications & Requirements

• College graduate in Business, Marketing, Finance, or a related field.

• Insurance industry work experience/background is preferred.

• Strong verbal and written communication skills.

• Excellent customer service and relationship-building abilities.

• Understanding of medical, life, health, property, or other insurance products.

• Familiarity with CRM systems, Microsoft Office, and online communication tools.

• Self-motivated, target-driven, trustworthy, organized, and resilient.

• Strong interpersonal and negotiation skills.

• Willingness to work in a fast-paced, sales-oriented environment.