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Direct Sales Officer

Company:  TATIL Life Assurance Limited
Sector:  Financial Services
Country:  Trinidad and Tobago
Location(s): 

Newtown, TT

Job Function:  Banking / Insurance

 

 

POSITION SUMMARY

The key role of the Direct Sales Officer is to promote and grow the life insurance business within the company. The role includes creating sales leads, cross- and up- selling existing clients, monitoring industry trends, and keeping abreast of competitor’s products, and pricing in the market.

 

KEY ACCOUNTABILITIES

 

  1. Promote the Company’s products and services to existing and prospective clients.

 

  1. Conducts detailed Financial Analysis on clients to establish their needs and meet them using Tatil Life’s suite of products.

 

  1. Networking: Attending industry events and conferences to connect with potential clients and partners.

 

  1. Relationship Building: Developing and maintaining relationships with brokers, agents, and other partners.

 

  1. Market Research: Identifying potential markets and understanding customer needs.

 

  1. Proposal Development: Preparing proposals and presentations to pitch services or products to prospective clients

 

EDUCATION & TRAINING REQUIREMENTS

  • Minimum of five (5) CSEC passes including Mathematics and English A
  • Certification in Marketing, Sales or relevant fields will be an asset.
  • LOMA training will be an asset

 

EXPERIENCE

  • Minimum of 3 years’ experience in proven sales
  • Minimum of 2 years’ experience a Life Insurance Company or Financial Services Company will be an asset

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