Serenia Life Financial
Client-Centric Insurance Representative Role
Job Description
Drive your success as a Client-Centric Insurance Representative with Serenia Life, specializing in insurance and investment solutions. Foster lasting relationships and empower clients towards financial security.
This position requires you to actively build client relationships based on integrity and empathy while providing expert advice. Successfully responding to clients’ needs through innovative insurance and mortgage solutions is crucial. Your exceptional sales experience will help you meet and exceed set targets while managing new business quotes and renewals effectively.
Key Responsibilities:
• Establish and maintain strong client connections
• Drive new business through networking and outreach
• Advise clients on insurance and mortgage options
• Deliver superior client service that promotes trust
• Coordinate and manage business quotes and renewals
Requirements:
• Experience in sales within financial services or similar
• Track record of exceeding sa...
This position requires you to actively build client relationships based on integrity and empathy while providing expert advice. Successfully responding to clients’ needs through innovative insurance and mortgage solutions is crucial. Your exceptional sales experience will help you meet and exceed set targets while managing new business quotes and renewals effectively.
Key Responsibilities:
• Establish and maintain strong client connections
• Drive new business through networking and outreach
• Advise clients on insurance and mortgage options
• Deliver superior client service that promotes trust
• Coordinate and manage business quotes and renewals
Requirements:
• Experience in sales within financial services or similar
• Track record of exceeding sa...