Financial Advisor and Life Insurance in UAE

  • Published date: February 28, 2018
  • Category: Insurance
  • Jop type: Full-time
  • Salary: AED Negotiable
  • Company name: confidential

Job Description

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 
 Business Compliance 
 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 

Job details

Hire someone
Optima Insurance Broker LLC

1-2 Years

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