الرئيسية / الوظائف / 11319 مشاهدة16 نوفمبر 2022


Banker - Financial Advisor at Wafa Life Insurance - STJEGYPT



Banker - Financial Advisor at Wafa Life Insurance - STJEGYPT

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Work Type : Full Time
Experience : 0-3 Years




Gender : male and female
Salary: 8,000 EGP
Salary Type : Net Salary
Location: Cairo , EG

Job Description:
Summary of the Job

. Build a strong base of
prospects, maintain productive relationship with partners staff,
achieve assigned insurance targets, promote and safeguard a strong focus
on customers and bank partners expectations.

Job Challenges:
- Driving sales and achieve target of the bank branches.
-
Consistent production while taking care of customer needs, business
quality, products diversification and level of bank partner commitment.
-
Responsible for offering products solutions on insurance and financial
needs to the branches customers to ensure achieving individual,
companys vision and target.

Daily Sales Activity:
- Carry out continuous lead generation activities whether through walk in/ Data Mining/ Referrals and others.
- Conduct full fact finding and recommend insurance product to secure and enrich bank customers.
-
Perform excellent customer service and business conversation activities
on the assigned branches including customer inquiries, requests and
complaints and all other issues related to customer service.
- Ensure
that clients fulfil all needed documents and medical examinations if
needed as well as ensuring that all these documents are properly
submitted to operations.
- Follow up on process with operations and underwriters in their needed requirements till having the policies issued.

Relationship Management:
- Engage in an open and trusting relationship with banks branch managers/supervisors and staff.
- Promote reciprocity by referring customers to the bank staff for banking products.
-
Engage the employees with bank branches in a regular discussions to
transfer knowledge about insurance, Wafa products offering and
understand their issues/concerns about selling insurance if any.
-
Inform and update the bank branch manager of daily activities ,branch
performance ,status of referrals and drive the required and professional
escalation if needed.

Job Qualifications:
. Presentable
. Bachelors degree in business, finance, or related field.
. Excellent Negotiation Skills.
. Excellent Communication Skills.
. 1-2 years of experience in the insurance field.

Job Type: Full-time

Salary: E£5,000.00 - E£8,000.00 per month

Ability to commute/relocate:

  • Cairo: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

Apply for here

للمزيد من الوظائف فى تخصص

Finance


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