Sales & Marketing Staff ( Insurance )

SBS Philippines Corporation; Quezon City; On-site; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Maternity & Paternity Leave

Special Leave Benefits for Women

Job summary

SBS Philippines Corporation is seeking an Insurance Sales & Marketing Representative to drive new business, build strong client relationships, and execute marketing strategies for insurance products and services. The role focuses on identifying prospects, presenting plans, and maintaining client satisfaction through proactive needs assessments and tailored solutions.

Travel and CRM proficiency are preferred.

Qualifications

• Bachelor's or college degree in Marketing or Financial Management.
• Minimum of 1-2 years of experience in insurance sales.
• Excellent communication and negotiation skills.
• Strong analytical and problem-solving abilities.
• Ability to build and maintain relationships with clients.
• Must be a self-starter and able to work independently.
• Proficient in Microsoft Office and CRM software.
• Valid driver's license and ability to travel as needed.
• Must be flexible and able to adapt to changing priorities.
• Ability to meet and exceed sales targets.

Responsibilities

• Identify and pursue new sales prospects through networking, cold calling, and referrals.
• Present, promote, and sell insurance products to prospective clients.
• Develop and maintain long-term client relationships to ensure satisfaction and retention.
• Assess clients' insurance needs and provide tailored solutions.
• Meet or exceed sales targets and performance metrics.
• Collaborate with the marketing team to plan and implement promotional campaigns.
• Conduct market research to identify trends and target customer segments.
• Organize and participate in marketing events, seminars, and presentations.
• Prepare and deliver detailed proposals and policy comparisons.
• Maintain accurate records of sales activities and client communications.

Skills

Persuasion & Negotiation

Sales & Marketing Knowledge

Public Relations (PR)

Education

Bachelor's or College Degree in Marketing or Financial Management

Tools

Microsoft Office

CRM software

Job description

An enthusiastic and results-driven Insurance Sales & Marketing Representative to join our team. This role is responsible for generating new business opportunities, building strong client relationships, and executing marketing strategies to promote our insurance products and services.

Key Responsibilities:

• Identify and pursue new sales prospects through networking, cold calling, and referrals.
• Present, promote, and sell insurance products to prospective clients
• Develop and maintain long-term client relationships to ensure satisfaction and retention.
• Assess clients' insurance needs and provide tailored solutions.
• Meet or exceed sales targets and performance metrics.
• Collaborate with the marketing team to plan and implement promotional campaigns.
• Conduct market research to identify trends and target customer segments.
• Organize and participate in marketing events, seminars, and presentations.
• Prepare and deliver detailed proposals and policy comparisons.
• Maintain accurate records of sales activities and client communications.

Perks and Benefits

• Maternity & Paternity Leave
• Special Leave Benefits for Women

Required Skills

• Persuasion and Negotiation
• Sales and Marketing Knowledge
• Public Relations (PR)

Preferred Courses

• Candidate must possess at least a Bachelor's or College Degree in Marketing or Financial Management
• Minimum of 1-2 years of experience in insurance sales
• Excellent communication and negotiation skills
• Strong analytical and problem-solving abilities
• Ability to build and maintain relationships with clients
• Must be a self-starter and be able to work independently
• Proficient in Microsoft Office and CRM software
• Valid driver's license and ability to travel as needed
• Must be flexible and able to adapt to changing priorities
• Ability to meet and exceed sales targets