Consultor Comercial II at Alper Seguros. Responsible for expanding the client base and providing consultative selling in insurance products.
Responsibilities
Expand the client portfolio through consultative and strategic advisory, identifying specific needs to offer the best insurance and investment solutions.
Provide consultative service to clients, using active listening to identify risk profiles and financial needs.
Act as a technical intermediary between the policyholder and insurers, ensuring smooth processes and clarity in negotiations.
Advise policyholders on selecting insurance products, investments, and personal finance solutions, based on technical market knowledge.
Manage the sales cycle ethically, prioritizing product suitability to the client’s profile.
Maintain strict control of proposals, manage the client portfolio, and monitor individual targets.
Ensure organization and discipline in performing administrative and commercial routines.
Safeguard professional confidentiality and ethics when handling sensitive information and clients’ personal data.
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