Insurance & Loan Sales Agent
- Lahore, Pakistan
Posted 25 days ago
About the role
Insurance & Loan Sales Agent
SourceTek — Lahore, Punjab, Pakistan
Job Type: Full-Time
About the Role
SourceTek is hiring on behalf of a client for a motivated and personable Insurance & Loan Sales Agent. The ideal candidate will be responsible for promoting and selling insurance policies and loan products to individual and business clients, building long-term customer relationships, and meeting sales targets.
Key Responsibilities
- Identify and approach potential clients for insurance policies and loan products through calls, referrals, and field visits
- Explain policy features, loan terms, interest rates, and eligibility criteria to clients clearly and accurately
- Assess client needs and recommend suitable insurance/loan products
- Guide clients through documentation, application, and approval processes
- Meet or exceed monthly/quarterly sales targets
- Maintain accurate records of client interactions, applications, and follow-ups
- Build and maintain a strong client base through excellent customer service and referrals
- Stay updated on new insurance policies, loan schemes, and market/competitor offerings
- Ensure compliance with company policies and regulatory requirements
Requirements
- Bachelor's degree (preferred) or equivalent experience
- 1–3 years of experience in insurance sales, loan sales, banking, or a related field
- Strong communication, negotiation, and interpersonal skills
- Target-driven with a proven track record in sales (preferred)
- Basic knowledge of insurance and loan products/regulations
- Proficiency in MS Office; CRM experience is a plus
Benefits
- Salary from PKR 45,000–65,000/month base+ Commision
- Competitive base salary + commission
- Training and professional development
- Growth opportunities within the company
How to Apply
Interested candidates can send their resume to talent@sourcetek.co
Experience:
- Loan Sales Agent: 1 year (Preferred)
Work Location: In person