About the role
- Conduct active client prospecting (by phone, social media, visits, and referrals)
- Present health and dental insurance plans clearly and consultatively
- Identify client needs and offer the most suitable plan
- Prepare commercial proposals and close sales
- Maintain post-sale relationships to foster customer loyalty
- Populate and update the CRM with client and negotiation information
Requirements
- Experience in consultative sales
- Strong negotiation, communication, and customer service skills
- Proficiency in Microsoft Office
- Familiarity with CRM tools
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
consultative salesnegotiationcommunicationcustomer service