Job Description
About the Role
We’re looking for a driven and customer-oriented Sales & Insurance Executive to join our Automotive Finance team. You’ll play a key role in connecting car buyers and sellers with the right financing and insurance solutions — while driving growth across our digital listing and advertising platforms.
This is a dynamic, fast-paced role that combines consultative selling, customer engagement, and operational excellence.
Key Responsibilities
Lead Generation & Sales Conversion
- Identify, engage, and qualify potential customers through inbound and outbound channels (calls, texts, email, chat, and other platforms).
- Conduct needs analysis to recommend suitable financing and insurance products.
- Convert leads into successful transactions by delivering tailored solutions and maintaining strong follow-up.
- Drive revenue growth through transaction and advertising-related services within the automotive listing platforms.
Customer Consultation & Account Management
- Deliver professional and personalized consultation to ensure a seamless end-to-end customer journey.
- Provide accurate insurance quotations in line with underwriting guidelines and internal procedures.
- Assist customers in comparing pricing options and securing competitive financing rates.
- Maintain excellent aftersales service standards to support renewals and build long-term relationships.
Policy & Documentation Management
- Prepare and review all insurance documentation, applications, and endorsements prior to processing.
- Handle policy endorsements, renewals, cancellations, and billing adjustments.
- Coordinate the issuance of invoices, refunds, and policy documents in a timely manner.
Operational Excellence & Collaboration
- Ensure data accuracy and completeness across internal systems and customer records.
- Liaise closely with internal teams (Sales, Finance, Operations) and external partners (insurers, banks, customers).
- Respond promptly to customer inquiries and coordinate appointments efficiently.
- Contribute to process improvement initiatives to enhance customer experience and operational efficiency.
Qualifications
- 1–2 years of experience in sales, telemarketing, or general insurance.
- Excellent communication and follow-up skills with a strong customer-first mindset.
- Confident in conducting needs assessments, overcoming objections, and closing deals.
- Detail-oriented with good Excel and documentation handling skills.
- A proactive learner with the ability to work independently and collaboratively in a fast-moving environment.
- Strong negotiation and problem-solving abilities.
Additional Information
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