Sales & Insurance Executive

About the Role

We’re looking for a driven and customer-oriented Sales & Insurance Executive to join our Automotive Finance team. You’ll play a key role in connecting car buyers and sellers with the right financing and insurance solutions — while driving growth across our digital listing and advertising platforms.

This is a dynamic, fast-paced role that combines consultative selling, customer engagement, and operational excellence.

Key Responsibilities

1. Lead Generation & Sales Conversion

• Identify, engage, and qualify potential customers through inbound and outbound channels (calls, texts, email, chat, and other platforms).

• Conduct needs analysis to recommend suitable financing and insurance products.

• Convert leads into successful transactions by delivering tailored solutions and maintaining strong follow-up.

• Drive revenue growth through transaction and advertising-related services within the automotive listing platforms.

2. Customer Consultation & Account Management

• Deliver professional and personalized consultation to ensure a seamless end-to-end customer journey.

• Provide accurate insurance quotations in line with underwriting guidelines and internal procedures.

• Assist customers in comparing pricing options and securing competitive financing rates.

• Maintain excellent aftersales service standards to support renewals and build long-term relationships.

3. Policy & Documentation Management

• Prepare and review all insurance documentation, applications, and endorsements prior to processing.

• Handle policy endorsements, renewals, cancellations, and billing adjustments.

• Coordinate the issuance of invoices, refunds, and policy documents in a timely manner.

4. Operational Excellence & Collaboration

• Ensure data accuracy and completeness across internal systems and customer records.

• Liaise closely with internal teams (Sales, Finance, Operations) and external partners (insurers, banks, customers).

• Respond promptly to customer inquiries and coordinate appointments efficiently.

• Contribute to process improvement initiatives to enhance customer experience and operational efficiency.