Specjalistka/Specjalista ds. ubezpieczeń w zespole sprzedaży zdalnej (Białystok,
WFA Digital Insight
The demand for skilled remote insurance sales specialists has seen significant growth, with many companies like PKO Bank Polski looking to expand their digital teams. As the insurance landscape evolves, professionals with strong digital skills and the ability to build lasting customer relationships are in high demand. With the global remote work trend on the rise, candidates are looking for roles that offer flexibility and challenge. PKO Bank Polski, as a leading financial institution, offers a unique blend of traditional banking expertise and modern digital capabilities. Before applying, candidates should consider their experience in sales, particularly in the insurance sector, and their ability to navigate digital tools and platforms efficiently. The current market context, where customer experience and digital literacy are paramount, makes this role particularly interesting for those looking to leverage their skills in a forward-thinking environment.
Job Description
About the Role
The Specjalistka/Specjalista ds. ubezpieczeń w zespole sprzedaży zdalnej role at PKO Bank Polski represents an exciting opportunity for insurance professionals to join a dynamic team dedicated to providing top-notch digital sales experiences. As part of the remote sales team, you will be responsible for actively selling insurance products through digital channels, building and maintaining strong customer relationships, and achieving individual sales targets. The role is integral to the bank's strategy to expand its digital footprint and provide comprehensive financial solutions to its customers.Working closely with the virtual branch manager, you will not only focus on sales but also contribute to the development of sales strategies and reporting. Your ability to navigate digital platforms, such as CRM systems, video conferencing tools, and mobile applications, will be essential in this role. The position requires a deep understanding of insurance products and regulations, including Rekomendacja U, and the ability to communicate complex information effectively to clients.
PKO Bank Polski is committed to innovation and customer satisfaction, making it an ideal environment for professionals looking to make a meaningful impact in the financial sector.
What You Will Do
- Conduct active sales of insurance products through remote channels.
- Build and develop lasting relationships with clients through digital means.
- Achieve individual sales goals in line with the company's sales campaigns and commission system.
- Ensure high-quality customer service, adhering to NPS standards.
- Collaborate with the virtual branch manager on sales actions and reporting.
- Register sales activities in the CRM system and monitor progress toward targets.
- Utilize digital tools such as telephone, video calls, and chat for customer communication.
- Stay updated on market trends and competitor activities to identify sales opportunities.
- Contribute to the development of sales strategies and process improvements.
What We Are Looking For
- Minimum 2 years of experience in selling insurance products, preferably in banking, insurance, or a contact center environment.
- Strong communication and interpersonal skills, with a focus on achieving sales targets and building long-term customer relationships.
- Proficiency in digital tools and platforms, including CRM systems, video conferencing software, and mobile applications.
- Understanding of the specifics of remote sales and the ability to work effectively in a dynamic virtual environment.
- Knowledge of insurance and regulatory issues, including Rekomendacja U.
- Ability to work with MS Office and banking systems.
- Higher education, preferably in economics, finance, or insurance.
Nice to Have
- Experience with digital marketing and sales analytics tools.
- Familiarity with project management methodologies and tools.
- Fluency in additional languages, considering the global nature of the financial sector.
- Certification in insurance or a related field, demonstrating a commitment to professional development.
Benefits and Perks
- Competitive salary and bonus structure based on performance.
- Opportunity to work with a leading financial institution and contribute to its digital transformation.
- Comprehensive training and development programs to enhance professional skills.
- Flexible working hours and remote work options, aligning with the bank's commitment to work-life balance.
- Access to the latest digital tools and technologies, ensuring efficiency and effectiveness in the role.
- Health insurance and other benefits, reflecting the bank's investment in its employees' well-being.
How to Stand Out
- Ensure your resume highlights relevant sales experience, especially in the insurance sector, and proficiency in digital tools.
- Prepare examples of how you have built and maintained customer relationships remotely, focusing on the strategies and tools used.
- Familiarize yourself with PKO Bank Polski's products and services to demonstrate your interest and knowledge during the application process.
- Practice your communication skills, as the ability to articulate complex insurance information clearly is crucial.
- Be prepared to discuss your understanding of digital sales strategies and how you stay updated on market trends and competitor activities.
- Consider creating a portfolio or examples of your work in sales, such as successful campaigns or customer testimonials, to stand out as a candidate.
- When discussing salary, be prepared to negotiate based on your experience and the market standard, and don't hesitate to ask about benefits and perks that align with your needs and priorities.
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