Sales Agents are responsible for identifying sales opportunities, growing our customer base and driving insurance sales through networking, referrals, and marketing strategies.

Responsibilities

• The Life Insurance Agent will identify prospective clients, explain life insurance products, and recommend coverage options aligned with clients’ financial needs and long-term goals.
• Day-to-day responsibilities include conducting needs assessments, preparing and presenting financial plans, handling policy applications, and supporting clients through underwriting and policy issuance.
• The role also involves maintaining regular contact with policyholders, responding to inquiries, processing basic policy changes, and ensuring high-quality customer service.
• The Life Insurance Agent will collaborate with internal teams and external insurance partners in order to meet sales and compliance targets in line with organizational standards.

Qualifications

• University Diploma or Degree in Business, Finance, Economics, or related field.
• Applicants should possess strong Sales skills with the ability to prospect, present, and close sales.
• Applicants should possess excellent Customer Service capabilities, including active listening, empathy, and clear communication with diverse clients.
• A Professional insurance or financial planning certifications (COP) is an added advantage.

• Identify prospective clients, explain life insurance products, and recommend coverage options aligned with clients’ financial needs and long-term goals.
• Conduct needs assessments, prepare and present financial plans, handle policy applications, and support clients through underwriting and policy issuance.
• Maintain regular contact with policyholders, respond to inquiries, process basic policy changes, and ensure high-quality customer service.
• Collaborate with internal teams and external insurance partners to meet sales and compliance targets in line with organizational standards.

• Strong sales skills, including the ability to prospect, present, and close sales.
• Excellent customer service capabilities.
• Active listening.
• Empathy.
• Clear communication with diverse clients.

• University Diploma or Degree in Business, Finance, Economics, or related field.
• Professional insurance or financial planning certifications (COP) are an added advantage.