Insurance Sales Representative

Insurance Sales Representative

A growing organization in the insurance sector is seeking a results-driven Sales Representative to identify prospective clients, build strong relationships, and drive the sale of insurance products. This role is heavily field- and outreach-focused, with a primary target audience of security guards. The successful candidate will be confident with cold calling, product pitching, client sign-ups, and weekly reporting, while delivering excellent customer service and meeting sales targets.

Key Responsibilities

• Conduct cold calls during work hours to secure meetings with potential clients

• Identify and engage new prospects, with a strong focus on security guards

• Pitch insurance products clearly and persuasively to potential clients

• Explain product features and benefits to match client needs

• Facilitate client sign-ups and ensure application forms are accurately completed

• Build and maintain strong, trust-based client relationships

• Address client queries and complaints promptly and professionally

• Follow up on leads to convert prospects into confirmed sales

• Negotiate terms and respond effectively to objections to close deals

• Request referrals from satisfied clients to expand the customer base

• Leverage networking opportunities to generate new sales leads

• Maintain accurate and up-to-date client records

• Compile and submit weekly sales and activity reports to the Manager

• Deliver all completed application forms to the office by Friday afternoon each week

• Collaborate with the team to share insights and improve sales performance

• Meet or exceed monthly and weekly sales targets set by management

Qualifications and Requirements

• Tertiary education in Business, Sales, or a related field would be an asset

• 3–5 years’ experience in sales within the insurance industry

• Successful completion of the OLT Examination for Sales

• Strong verbal communication, presentation, and negotiation skills

• Excellent organizational and time-management abilities

• Ability to work flexible hours, including evenings for client sign-ups

• Proficiency in Microsoft Office applications

• Experience using CRM systems is an asset

Core Competencies

• Customer Focus with the ability to assess needs and recommend suitable products

• Resilience and persistence in achieving sales goals

• Strong teamwork and collaboration with management and colleagues

• Accountability for sales targets, client relationships, and reporting