Insurance Sales Consultant
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C1 Broker is looking for an Insurance Sales Consultant , with an insurance agent or sales background and experience in the insurance sector , to join our team in Almancil, in the municipality of Loulé .
We are looking for someone who can provide professional advice, understand clients’ needs and recommend suitable solutions, with a focus on sales and attentive, thorough client support.
About C1 Broker
C1 Broker provides insurance intermediary and brokerage services, offering personalised support to individuals and businesses.
For our team in Almancil (Loulé) , we are looking for a professional with practical insurance experience, sales skills, attention to detail and a strong sense of responsibility.
Key responsibilities
- Advise clients, identify their needs and present proposals suited to their individual circumstances.
- Compare insurance cover, policy terms and insurance solutions.
- Follow up on quotation requests, acquire new clients and convert sales opportunities.
- Manage and retain a client portfolio, including policies, policy changes and renewals.
- Liaise with insurers on policy issuance and the resolution of operational queries.
- Collect and check documentation carefully, keeping information up to date on insurer platforms and in the CRM.
- Maintain professional, transparent and confidential relationships with clients and partners.
Candidate profile
- Professional experience in insurance intermediation or in a sales role at an insurance company is essential.
- Skills in client advice, presenting proposals and ongoing client support.
- Knowledge of the main insurance classes: home, motor, health and life .
- Ability to identify needs, compare cover and policy terms, and recommend suitable solutions.
- A sales and results focus, including client acquisition, follow up and conversion of opportunities.
- Experience in managing client portfolios, policies, policy changes and renewals.
- Accuracy in handling documentation and the ability to liaise with insurers.
- Confidence using IT tools, insurer platforms and CRM systems.
- Good communication, negotiation and interpersonal skills.
- Organisation, independence, responsibility and teamwork.
- Professional ethics, confidentiality and transparency.
Additional skills valued
- Specific training in insurance distribution.
Practical experience in the insurance sector is essential.
The opportunity
An opportunity to join the C1 Broker team in Almancil, in the municipality of Loulé , in a sales role focused on advice, client support and insurance management.
Further details about the opportunity will be discussed during the application process.
C1 Broker Portugal
Professional Insurance Advice. Personalised Service. International Expertise.
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