Final Expense (FE) Closer / Verifier

Biz Tech Srl; Islamabad; On-site; PKR 600,000 - 900,000; Full time

Job summary

Bali-Tech, an Islamabad-based technology services firm, seeks a Final Expense Closer/Verifier to guide prospects through final expense coverage discussions and verify application details accurately.

You will communicate with prospects, explain plan features clearly, help customers complete enrollment, and confirm data completeness, contributing to a professional customer experience while meeting quality targets.

Qualifications

• Strong spoken communication and active listening for customer-facing sales conversations.
• Demonstrated ability to close qualified leads through consultative, customer-focused selling.
• Clear, accurate explanation of insurance coverage concepts, application steps and disclosures.
• Careful verification of customer information, forms and supporting details.
• Professional objection handling, rapport building and follow-up discipline.

Responsibilities

• Conduct sales conversations with prospective customers about final expense insurance options and respond to questions.
• Assess customer needs and present suitable coverage information without making unsupported promises.
• Close qualified opportunities by clearly explaining next steps and assisting customers through application completion.
• Verify application details, identity and required disclosures for accuracy and completeness.
• Document customer interactions and follow-up actions in the designated systems.
• Follow approved scripts, privacy requirements, compliance procedures and quality standards.
• Coordinate with team members to resolve application discrepancies and support smooth processing.
• Work toward established conversion, verification accuracy and customer service targets.

Skills

Strong spoken communication

Active listening

Close qualified leads

CRM proficiency

Documentation accuracy

Team collaboration

English proficiency

Tools

CRM software

Dialer systems

Job description

Job Description

Bali-Tech is an Islamabad-based information technology and services firm delivering digital solutions to organizations in Pakistan and international markets. We are seeking a Final Expense (FE) Closer / Verifier to support a client-facing insurance sales operation by guiding prospective customers through final expense coverage discussions and verifying application details accurately.

In this role, you will communicate with interested prospects, explain relevant plan features in a clear and responsible manner, help customers complete the enrollment process, and confirm that submitted information is complete and consistent. You will contribute to a professional customer experience while meeting individual and team quality and performance expectations.

• Conduct sales conversations with prospective customers about final expense insurance options and respond to questions.
• Assess customer needs and present suitable coverage information without making unsupported promises.
• Close qualified opportunities by clearly explaining next steps and assisting customers through application completion.
• Verify application details, identity and required disclosures for accuracy and completeness.
• Document customer interactions and follow-up actions in the designated systems.
• Follow approved scripts, privacy requirements, compliance procedures and quality standards.
• Coordinate with team members to resolve application discrepancies and support smooth processing.
• Work toward established conversion, verification accuracy and customer service targets.

This position is based in Islamabad and is suited to a persuasive, detail-oriented professional who can balance sales outcomes with transparent communication and careful verification.

Job Specification

• Strong spoken communication and active listening skills for customer-facing sales conversations.
• Demonstrated ability to close qualified leads through consultative, customer-focused selling.
• Clear, accurate explanation of insurance coverage concepts, application steps and disclosures.
• Careful verification of customer information, forms and supporting details.
• Professional objection handling, rapport building and follow-up discipline.
• Accurate call notes and familiarity with CRM, dialer or customer record systems.
• Ability to follow scripts, privacy policies, compliance guidance and quality procedures.
• Confident spoken English; additional language skills relevant to the customer base are an advantage.
• Reliable target management, time organization and ability to work effectively in a team.
• Integrity and sound judgment when discussing financial protection products with customers.