Officer, Direct Sales

Job Overview

This position supports outbound sales operations through customer engagement, lead generation, and ensuring adherence to company policies. It focuses on enhancing client acquisition and retention by researching market trends, managing communications, and documenting interactions accurately.

Key Responsibilities

• Make outbound calls and conduct follow-ups to generate prospects and drive conversion rates.
• Achieve specified sales targets by effectively promoting insurance products.
• Assess client needs to recommend appropriate insurance solutions.
• Analyze market data and potential clients to refine sales strategies and outreach efforts.
• Gather and evaluate customer feedback to improve sales techniques and customer satisfaction.
• Interpret sales metrics and reports to identify opportunities for improvement.
• Assist in creating promotional campaigns and sales initiatives.
• Regularly compile performance reports related to outbound sales for managerial review.
• Identify and suggest improvements in customer communication processes.
• Calculate critical sales statistics such as conversion ratios and retention rates.
• Collaborate with internal teams and external stakeholders to facilitate smooth sales activities.
• Provide administrative support related to outbound sales operations.

Quality and Compliance

• Record customer interactions meticulously to maintain compliance.
• Adhere to company standards and best practices during outbound sales processes.
• Ensure accuracy in customer data and policy compliance.
• Summarize sales insights and recommend process enhancements.
• Deliver periodic reports on sales effectiveness and customer engagement metrics.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Insurance, or related discipline required.
• Master's degree in Business Administration, Marketing, or a related field preferred.
• Professional certifications like Certified Professional Salesperson (CPSP) or equivalent are advantageous.

Experience

Candidates should have between zero to two years of experience in sales, business development, or customer engagement. Experience in healthcare or insurance sectors is preferred but not mandatory.