Retail Sales Advisor at a Leading Firm

Last Seen: 16th May 2021

Job TypeFull Time

Education LevelBA/BSc/HND

Required Experience1 - 4 years

 Job Objectives: 

  • To supervise sales of insurance products 
  • To generate sale revenue by meeting sales targets/goals as per agreed terms 
  • To manage relationship with partners (such as Banks etc.) 
  • To carry out other assignment as assigned to you, such as on on-boarding/training of new RSA 

 Key Responsibilities and Accountabilities

  • Seek out new prospects and develop clientele base via networking 
  • Promotes insurance products and services to existing and prospective clients by utilizing available resources 
  • Work with prospects through the sales process; understand customer needs; handle objections and close business deals 
  • Addresses client inquiries, ensuring their needs are consistently met and explaining features, advantages and disadvantages of policies to promote sales of insurance plans 
  • Maximize sales of appropriate products that meet the needs of customers by effective use of sales skills 
  • Achieve, or exceed sales targets while ensure compliance to all company’s sale objectives 
  • Deliver excellent customer service and ensure effective relationship management of customers 
  • Monitors insurance industry trends, competitive products, pricing, and generally gather information that may prove helpful in developing products and services to meet clients’ needs 
  • Initiate liquidation process and/or claims process for customers 
  • Ensure appropriate booking and monitoring of transactions 
  • Ensure data integrity while capturing customers details 
  • Carry out inspection of subject matter of insurance 
  • Implement ‘keep in touch’ procedures for customers 
  • Maintain daily, weekly and monthly sales records and provide sales reports as required 
  • Present the Individual performance at the company’s monthly performance review meeting 
  • Carry out any other assignments given by supervisor, such onboarding and training of new PSS 

Required Skills and Competencies 

  • Relevant first degree in any course 
  • Good communication skills 
  • Excellent problem solving skills and ability to reason critically 
  • Excellent teaming and interpersonal skills 
  • Excellent sales and negotiation skills 
  • Good oral and written communication skills 
  • Ability to be self-driven, passionate, with a high level of enthusiasm. 
  • Good business acumen 
  • Good numerate skills 
  • Good planning and organizational skills 
  • Proficiency in use of MS Office Tools (Excel, Word, Outlook etc.) 


  • Candidates MUST be 26 years old and above
  • Shortlisted candidates MUST attend a virtual/physical briefing before interview with clients. Candidates who do not attend briefing will not be approved for interview
  • Candidates MUST HAVE smartphones and download Zoom and Microsoft Teams on it