As a Direct Retail Sales Specialist, you’ll connect with customers, understand their financial needs, and help them explore insurance solutions that fit. You’ll support them from the first conversation through policy delivery, building relationships grounded in trust and clear advice.
What you’ll do
- Connect with customers
- Welcome customers who visit us and proactively approach potential customers to start conversations, understand what they are looking for, and offer assistance.
- Understand their needs
- Explore each customer’s financial goals and risk profile. Explain product features, benefits, and limitations clearly and honestly so they can make an informed decision.
- Guide the application process
- Help customers complete the required documents, obtain signatures and initial premium payments, and follow each application through to policy delivery.
- Build lasting relationships
- Keep customer records up to date, follow up regularly, and work with internal teams to resolve questions or concerns promptly.
- Plan and improve your sales activity
- Contribute to sales activity plans, carry them out in line with company policies, and share weekly progress and feedback with your Unit Manager.
- Keep learning and uphold our standards
- Build your knowledge of Allianz products and services through ongoing training and hands-on experience. Follow company rules and procedures in every customer interaction and represent the Allianz brand professionally in all communications.
Required Qualifications:
- Bachelor’s degree in Business Administration or a related field.
- Strong sales skills and the ability to build customer relationships.
- Clear communication skills, including the ability to explain products and listen to customer needs.
