Sales & Insurance Executive

About the Role

Were looking for a driven and customer-oriented Sales & Insurance Executive to join our Automotive Finance team. Youll play a key role in connecting car buyers and sellers with the right financing and insurance solutions while driving growth across our digital listing and advertising platforms.

This is a dynamic fast-paced role that combines consultative selling customer engagement and operational excellence.

Key Responsibilities

1. Lead Generation & Sales Conversion

• Identify engage and qualify potential customers through inbound and outbound channels (calls texts email chat and other platforms).

• Conduct needs analysis to recommend suitable financing and insurance products.

• Convert leads into successful transactions by delivering tailored solutions and maintaining strong follow-up.

• Drive revenue growth through transaction and advertising-related services within the automotive listing platforms.

2. Customer Consultation & Account Management

• Deliver professional and personalized consultation to ensure a seamless end-to-end customer journey.

• Provide accurate insurance quotations in line with underwriting guidelines and internal procedures.

• Assist customers in comparing pricing options and securing competitive financing rates.

• Maintain excellent aftersales service standards to support renewals and build long-term relationships.

3. Policy & Documentation Management

• Prepare and review all insurance documentation applications and endorsements prior to processing.

• Handle policy endorsements renewals cancellations and billing adjustments.

• Coordinate the issuance of invoices refunds and policy documents in a timely manner.

4. Operational Excellence & Collaboration

• Ensure data accuracy and completeness across internal systems and customer records.

• Liaise closely with internal teams (Sales Finance Operations) and external partners (insurers banks customers).

• Respond promptly to customer inquiries and coordinate appointments efficiently.

• Contribute to process improvement initiatives to enhance customer experience and operational efficiency.

Qualifications :

• 12 years of experience in sales telemarketing or general insurance

• Excellent communication and follow-up skills with a strong customer-first mindset.

• Confident in conducting needs assessments overcoming objections and closing deals.

• Detail-oriented with good Excel and documentation handling skills.

• A proactive learner with the ability to work independently and collaboratively in a fast-moving environment.

• Strong negotiation and problem-solving abilities.

Additional Information :

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Remote Work :

No

Employment Type :

Full-time