Financial Advisor and Life Insurance in UAE
- Published date: February 28, 2018
- Category: Insurance
- Jop type: Full-time
- Salary: AED Negotiable
- Company name: confidential
Develop effective marketing strategies to sell insurance plans to new and existing clients
Measure the current and future financial circumstances of business or individual customers and propose solutions according to their requirements Retain and develop, database of existing and potential clients.
Follow the market trends and continuously refurbish knowledge on products and services
Fulfill all policy requirements
Develop cross sell opportunities for the existing book of business
Continue to service and generate additional revenue from existing clients.
Implement sales initiatives to increase sales volumes
To complete the fact find as prescribed by the company for need analysis.
Establish effective regular communication channels with customers to strengthen the relationship for after sales service.
Responsible for generating illustrations from different insurance company software tools
Comply with legal, regulatory, financial and operational requirements in all areas of responsibility
Do the KYC for the clients as per the guidelines provided by different insurance companies.
Facilitate actions to resolve performance issues and ensure minimum activity & productivity ratios are achieved
Attend ongoing product and sales trainings conducted internally or externally.
Prepare illustrations and fill out application forms and collect requisite data for the insurance application
Experience and skill sets required:
2 years experience in sales, preferably in life insurance or financial services
Selling, Interpersonal, Communication, Presentation
Excellent Business English (Verbal and written communication skills)
Excellent time management
Accuracy and attention to detail
Knowledge of Email/Internet, MS Office,
Ability to understand the product difference for various insurance offerings
|Optima Insurance Broker LLC|