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.
