Insurance Sales Agent

Fantom is a licensed Insurance Agency offering a wide range of insurance covers from multiple underwriters. We are seeking professional and results-driven Insurance Sales Agents to recruit, advise, onboard, and support customers, while contributing to sustainable agency growth.

Responsibilities & Key Duties

This role involves the active promotion and sale of the company's insurance products, coupled with meticulous client management and reporting:

• Actively market and promote the Company's insurance products and services to potential and existing clients.
• Prospect, engage, and onboard customers through both digital and physical channels.
• Advise clients accurately on suitable insurance covers tailored to their specific needs and risk profiles.
• Conduct diligent follow-up on leads, policy renewals, and premium payments to maintain policy continuity.
• Provide excellent customer service and effective after-sales support, ensuring client satisfaction.
• Uphold the highest standards of ethics, professionalism, and strict regulatory compliance in all dealings.
• Attend all mandatory Company meetings, including daily, weekly, monthly, and quarterly performance and strategy sessions.
• Participate actively in training programs, performance reviews, and engagement initiatives.
• Prepare and submit accurate daily, weekly, and monthly performance reports to management.

Key Performance Indicators (KPIs)

Performance will be measured against the following indicators:

• Number of policies sold and premiums generated.
• Customer acquisition and retention rates.
• Renewal conversion rates.
• Compliance with reporting and regulatory requirements.
• Customer satisfaction and service quality.

Qualifications & Experience

• Education: Diploma in Insurance, Marketing, Business, Communications, or a related field.
• Experience: Minimum of two (2) years' experience in sales. Prior experience specifically in insurance will be an added advantage.
• Skills & Attributes:
  • Demonstrated passion for sales and customer engagement.
  • High level of integrity, professionalism, and self-discipline.
  • Proficiency in Microsoft Office and basic digital tools.
  • Excellent verbal and written communication skills.

Compensation

This is a commission-based role. Compensation is performance-based, linked to successful conversions, and includes competitive commissions, rewards, and sales incentives.