الرئيسية / الوظائف / 3311 مشاهدة06 ديسمبر 2022


Bancassurance Financial Advisor/ Senior FA at Wafa Life Insurance - STJEGYPT



Bancassurance Financial Advisor/ Senior FA at Wafa Life Insurance - STJEGYPT

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Work Type : Full Time
Experience : 0-3 Years




Gender : male and female
Salary: Not Mentioned
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 is MUST.



If you are interested, Send your CV to "[email protected] mentioning the "Financial Advisor/ Senior Financial Advisor" in the subject line.

للمزيد من الوظائف فى تخصص

Finance


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