Sales Associate

About the role

The Sales Associate will work within an insurance agency to engage prospective and existing clients, understand their marketing needs and present tailored agency services. This position reports to the Insurance Agency Manager and contributes directly to revenue growth and market presence.

Key responsibilities

• Generate and qualify leads through research and outreach.
• Schedule, prepare for, and attend sales meetings with clients.
• Develop proposals, quotations and follow‑up to close deals.
• Maintain ongoing client relationships and ensure smooth handover to internal teams.
• Track sales activities, performance metrics and update CRM records.

Required profile

• Strong sales, negotiation and relationship‑building abilities.
• Excellent written and verbal communication in English.
• Basic understanding or strong interest in advertising, marketing and digital media.
• Ability to work independently and as part of a team, managing multiple prospects.
• Professionalism, integrity and a client‑focused mindset.

Required skills

• Proficiency with CRM tools.
• Experience using spreadsheets and standard office software.