Financial Sales Associate

Competencies Customer Service Adaptability Problem-Solving Persistency Teamwork Key Results Area: Lead Generation Appointment Setting Conversion Rate Monthly Validation Persistency Rate Key Behaviors: Strong Interpersonal Skills – ability to connect with clients, understand their needs, and provide tailored advice Customer Service Orientation – provide positive experience beyond the sale Excellent Communication – effectively explains insurance concepts and listening to client concerns Problem Solving Ability – finding solutions to clients’ financial needs Self-Motivated and Persistent – being proactive, consistent, and follows through clients’ need Experiences and Qualifications: Relevant industry experience in the areas of Insurance, banking, marketing and sales, retail sales, pharma, hos…