About the Role
Estrada International Staffing Solutions is seeking an experienced and results-driven Retail Sales Financial Consultant to join our dynamic sales team. As a high-performing sales professional, you will be responsible for acquiring new clients, delivering expert financial and insurance advisory services, and driving the sales of comprehensive insurance products to individuals and retail customers. You will build lasting client relationships while consistently meeting revenue targets and exceeding performance expectations.
Key Responsibilities- Identify and acquire new retail customers through prospecting, networking, referrals, and field sales activities
- Promote and sell life insurance, health insurance, investment-linked, savings, and other insurance products
- Conduct comprehensive financial needs analyses and recommend tailored insurance solutions aligned with clients' goals
- Build and maintain a robust portfolio of clients ensuring exceptional customer satisfaction
- Meet and exceed monthly, quarterly, and annual sales and premium targets
- Generate quality leads and convert prospects into loyal customers through effective closing techniques
- Cross-sell and upsell insurance and financial products to existing clients
- Guide clients through application, underwriting, and policy issuance processes
- Maintain accurate sales records, customer interactions, and pipeline reports using CRM systems
- Deliver exceptional after-sales service and promptly resolve customer inquiries
- Stay updated on industry trends, competitor activities, and regulatory requirements
- Bachelor's Degree or HND in Insurance, Business Administration, Marketing, Finance, Economics, or related field
- Minimum 3 years' experience in insurance sales, financial advisory, wealth management, or financial services
- Proven track record of consistently meeting or exceeding sales targets
- Professional certification such as CIIN or relevant insurance qualifications (advantageous)
- Strong understanding of insurance products and financial planning
- Excellent communication, negotiation, and relationship management skills
- Self-motivated, target-driven, and customer-focused mindset
- Proficiency in Microsoft Office Suite and CRM tools