Insurance Sales Agent

  • Full-time
  • Department: Sales - Direct

Company Description

At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. 

Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice.

We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia.

If you’d like to find out more about life at Neilson, check out the video below.

Job Description

We are currently looking for a highly skilled, driven, and enthusiastic Full-Time Life Insurance Sales Agent to join our growing Australian team.  As a Life Insurance Sales Agent, you will play a pivotal role in helping individuals and families make informed decisions about their financial security. Leveraging our product portfolio, you will provide expert guidance, build strong client relationships, and drive sales growth. You will work out of our Sydney office located in Pitt Street, Sydney CBD.

Duties & Responsibility

  • Be the voice of our company and manage a large volume of warm leads via inbound and outbound calls in a timely and efficient manner.
  • Demonstrate in-depth knowledge of our life insurance products and their benefits with the ability to effectively communicate complex concepts to clients.
  • Cultivate and maintain strong client relationships through exceptional communication and end-to-end service.
  • Perform comprehensive needs assessments to qualify personalised insurance solutions that correspond with customers' individual needs and situations.
  • Maintain a goal-oriented drive to meet weekly, monthly, and quarterly sales targets and KPI’s.
  • Ensure adherence to phone calling compliance standards in coordination with our Quality Assurance team for the purpose of call monitoring.
     

Qualifications

  • Candidates must possess the legal right to work in Australia.
  • Previous customer service and/or sales experience is required.
  • Proven track record in sales, preferably in the insurance or financial services industry.
  • Experience working in a Call Center environment is an asset.
  • Excellent written and verbal communication skills with professional phone etiquette.
  • Demonstrates a high degree of emotional intelligence to approach sensitive topics, such as end-of-life planning and provide compassionate support.

Attributes

  • Detail-oriented, active listening, problem solver, patient.
  • Quick learner who can memorise scripts and adapt to them when issues arise during a call and have a drive to succeed.
  • Results-driven with a commitment to achieving sales targets and thrives in a highly competitive sales environment.
  • Possesses a growth mindset, with an openness to constructive feedback and an ability to adjust accordingly.
     

Additional Information

If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!

Accessibility for Job Applicants:

We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.

Equal Opportunity Employer:

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.

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