Digital Sales Officer at Jubilee Insurance

Role Purpose

The primary responsibility of this role is to sell insurance products and services over the phone by contacting potential customers, generating leads, and closing sales deals. The ideal candidate should have excellent communication skills, a persuasive demeanor, and a strong passion for sales.

Key Responsibilities

Sales Execution

• Conduct outbound calls to prospective customers from provided leads or lists
• Present and explain insurance products or services to potential customers over the phone
• Answer questions about products or services and address customer concerns or objections
• Close sales and achieve monthly sales targets

Lead Generation and Follow-up

• Generate leads through proactive outreach
• Follow up with customers to ensure satisfaction, resolve issues, and secure repeat business

Sales Process Management

• Maintain accurate and up-to-date records of sales activities and customer interactions in the CRM system

Collaboration and Best Practices

• Collaborate with the sales team to share best practices, strategies, and feedback

Compliance and Regulatory Requirements

• Stay informed about and strictly adhere to all external laws, including Anti-Money Laundering (AML) and Counter Financing of Terrorism (CFT) laws, Data Protection laws, and other relevant regulations applicable in the insurance industry
• Understand, implement, and enforce internal company policies, processes, and procedures
• Ensure that operational compliance programs are in place within your department
• Implement processes and controls that promote compliance with external laws, regulations, and internal policies
• Foster a robust ethical culture within the organization by demonstrating and promoting ethical behavior, integrity, and compliance with laws and regulations
• Encourage open communication and reporting of any potential compliance concerns or violations