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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, customer relationship management, and consultative sales within the insurance and financial services sectors. Capable of achieving sales targets while providing exceptional customer service and support throughout the policy lifecycle.
Highest-signal resume keywords
Financial PlanningSales ExperienceCustomer Relationship ManagementPCIL CertificationConsultative Sales
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy ReviewFinancial Needs AnalysisInsurance RecommendationsCross-SellingClaims Support
Soft Skills
Interpersonal SkillsCommunication SkillsProblem-Solving SkillsSelf-MotivatedCustomer-Centric Mindset
Tools & Technologies
AI ToolsChatGPT
Certifications & Qualifications
PCIL Certification
Industry Keywords
BankingFinancial ServicesInsuranceConsultative SalesRegulatory Compliance
About the role
Key responsibilities & impact- Identify, engage, and acquire new customers through company-provided leads, self-generated opportunities, referrals, and other approved prospecting activities
- Conduct policy reviews and financial needs analyses covering protection, savings, retirement, and legacy planning
- Provide professional financial planning guidance and tailored insurance recommendations
- Achieve individual sales and productivity targets
- Develop and maintain long-term customer relationships through consistent engagement
- Identify policy enhancement, additional protection, and cross-selling opportunities
- Deliver customer experiences that promote retention, satisfaction, and advocacy
- Provide post-sales service and support throughout the policy lifecycle
- Assist with policy enquiries and administrative matters
- Support customers during the claims stage
- Participate in sales cadences, performance reviews, and team activities
- Complete mandatory training, certification, coaching, and development programmes
- Comply with regulatory requirements, company policies, professionalism, ethics, and customer confidentiality
Requirements
What you’ll need- Diploma or Degree qualification
- Minimum 1–3 years sales experience preferred
- Experience in banking, financial services, insurance or other consultative sales environments is advantageous
- Fresh graduates with strong interpersonal skills are encouraged to apply
- Strong relationship-building and trust-building capabilities
- Excellent communication, presentation, and interpersonal skills
- Customer-centric mindset with a passion for helping people achieve financial security
- Self-motivated, disciplined, and results-oriented
- Strong problem-solving and service recovery skills
- Ability to work independently while contributing effectively within a team environment
- Familiar with AI tools such as ChatGPT for task simplification
- Possess a valid driving licence, own transportation and willing to travel
- Able to work flexible hours when required to meet customer needs
- Must have a PCIL certification
Benefits
Comp & perks- Inclusive workplace grounded in integrity, fairness, inclusion and trust
- Equal-opportunity workplace
- Professional training, certification, coaching, and development programmes
- Customer-centric and employee-empowering work environment