Insurance Advisor
- Insurance
- Full time
- Couva or Freeport
- 06/18/2025
- Featured
POSITION DESCRIPTION AND ACCOUNTABILITIES
PURPOSE
The Insurance Advisor’s purpose is to work closely with the Insurance Sales assistant by providing their customers with a second-to-none post-sale service, fostering a relationship of mutual trust and confidence with our customers, the Company's sales and back-end support officers as well as other branch employees.
As a member of the Company's sales team you are responsible for contributing to your branch team's overall success by meeting negotiated goals through the identification and satisfaction of customer needs using a financial planning approach. These assigned goals include specific sales goals, along with other objectives relating to teamwork, customer service standards and personal development.
KEY RELATIONSHIPS (WHO)
REPORTING RELATIONSHIPS:
COMPLEXITY OF POSITION
Effective Sales and Service skills are essential, along with the ability to influence and motivate others. The incumbent must set a positive example of change and encourage others to do the same. The incumbent requires a working knowledge of daily and periodic branch routines, procedures and policies. A high degree of flexibility is required to adapt to a wide variety of tasks and functions. Strong PC skills are necessary as the incumbent uses a PC for a variety of sales and service activities.
SKILLS & KNOWLEDGE
FUNCTIONAL COMPETENCIES REQUIREMENTS
BEHAVIOURAL COMPETENCIES
Accuracy & Thoroughness
Communication
Customer Focus
Empathy
Flexibility
Persuasion
Relationship Building
Results Focus
Team Focus
GENERAL ACCOUNTABILITIES
QUALIFICATIONS AND EXPERIENCE:
QUALIFICATIONS AND EXPERIENCE: