Skills highlighted in blue are preferred key skills
1. Identify and qualify prospective customers through structured lead generation, referrals, outbound outreach, and market research.
2. Understand customer requirements, recommend relevant products or services, and communicate value propositions clearly.
3. Conduct sales conversations, presentations, negotiations, and follow-ups to move opportunities through the conversion funnel.
4. Maintain accurate lead, opportunity, pipeline, and customer interaction records in the prescribed systems.
5. Build long-term customer relationships by responding promptly to queries and coordinating effective post-sale support.
6. Work toward individual and team revenue, conversion, collection, activity, and customer satisfaction targets.
7. Coordinate with internal teams to resolve commercial, service, documentation, delivery, or technical requirements.
8. Review sales performance regularly, identify gaps, and implement focused actions to improve conversion and revenue.
Full-time opportunity for a Customer Success & Insurance Sales Associate with 1–2 years of experience, focused on Customer Success, Insurance Sales, Sales.
Freelancer