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Sales Advisor

Sales Advisor

Catilas ResourcesOxnard, CA, US
4 days ago
Job type
  • Full-time
Job description

Graduate Trainee Position

We are looking for an ambitious and driven Graduate Trainees desirous of building a credible career in financial services. The Trainee will be exposed to the complexities of insurance markets and products and would be expected to use their acquired skills to persuade and guide our client's customers through the sales process of insurance products and services and ensure that clients are satisfied with their investments.

Responsibilities :

  • Seek out new prospects and develop clientele base via networking
  • Promotes products and services to existing and prospective clients by utilizing available resources
  • Work with prospects through the sales process; understand customer needs; handle objections and close business deals
  • Addresses client inquiries, ensuring their needs are consistently met and explaining features, advantages and disadvantages of policies to promote sales of insurance plans
  • Maximize sales of appropriate products that meet the needs of customers by effective use of sales skills
  • Achieve, or exceed sales targets while ensuring compliance to all with sale objectives
  • Deliver excellent customer service and ensure effective relationship management of customers
  • Monitors insurance industry trends, competitive products, pricing, and generally gather
  • Maintain daily, weekly and monthly sales records and provide sales reports as required
  • Carry out any other assignments given by supervisor
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Sales Advisor • Oxnard, CA, US

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