الرئيسية / الوظائف / 2204 مشاهدة05 مارس 2023


Bancassurance financial advisor at Wafa Life Insurance - STJEGYPT



Bancassurance financial advisor 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


· Contacting people whether through walk-ins/ referrals/ data mining or other methods.

· Complete fact-finding and product recommendations to protect and benefit the bank customers.

·
Provide excellent customer service and business conversation
activities, including handling all customer inquiries, requests,
complaints, and other customer service-related matters.

· Driving sales and achieve the set targets.

·
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.

· Engage a friendly and trustworthy rapport with the staff members and branch managers of the bank.

· Encourage connections by directing customers who need financial services to the banks employees.

·
Conduct regular conversations with staff members of bank branches to
share information on insurance, discuss Wafas product offerings, and
learn about any challenges or concerns about selling insurance if any.

· Keep the banks

·
Branch manager informed of daily operations, branch performance,
referral status, and drive necessary and professional escalation as
needed.

· Maintain communication with operations and underwriters regarding their necessary requirements until the policies are issued.

·
Ensure that customers meet all documentation requirements, take any
necessary medical exams, and submit all required documents to operations
in a timely manner.

· Meet all business requirements in terms of accuracy and reports deadlines.



Required qualifications:

-1-2 years of experience in the Sales Bancassurance.

- Excellent Communication Skills.

- Excellent selling skills

- target oriented

if interested please share your CV via email mentioning the job title

[email protected]


للمزيد من الوظائف فى تخصص

Finance


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