Insurance & Financial Service Advisor

As a Insurance & Financial Service Advisor in Microsoft Office, the work centres on schedule appointments, identify customer needs, and market appropriate products and services. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

Known job details

• Location: Microsoft Office
• Contract: Full-time
• Job Types: Full Time.
• Position Overview.
• Are you outgoing and customer-focused?
• Do you enjoy working with the public?

Likely focus of the role

• Schedule appointments, identify customer needs, and market appropriate products and services.
• Work with the agent to establish and meet marketing goals.
• Handling enquiries, calls, emails, complaints, orders, bookings, or support requests according to the role.

Requirements mentioned

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Successful track record of meeting sales goals/quotas preferred.
• Excellent interpersonal skills.