Insurance Specialist

JOB DESCRIPTION

• Achieve assigned sales targets based on product mix
• Meet bank sales team (RMs/WAs) on daily basis to explore opportunities for Insurance sales
• Maintaining business pipeline for month in conjunction with RM/WA
• Responsible for arranging product training, training refresher for sales team on regular basis.
• Responsible to educate sales team on underwriting guidelines to ensure smooth flow of business.
• Responsible for arranging training on completion of application/documentation for business sourced to ensure the TAT are maintained.
• Responsible to keep the sales team updated with the requirements of business submitted to Met Life
• Responsible for field underwriting of New Applications (completeness of relevant documentation)
• Provide monthly performance reports of Fund Performance on Met Life platform to sales team.
• Facilitate provision of policy statements, Fund fact sheets to sales team on timely basis.
• Ensure that all the sales material (Application/brochures etc) are available to sales team at all times.
• Attend Joint client meetings with RM/WA.
• Tracking of contest qualifiers
• Support to work on untapped clients/data of bank to generate new avenues of business.
• Focus on RM activation across all segments to increase the business
• Providing portfolio synopsis for HNI clients (Million dollar +)
• Assist RM/WA in portfolio review of clients on quarterly basis
• Drive balanced portfolio mix of protection and savings
• Drive balanced premium mix of regular and single

• Undergraduate degree required (Bachelor)
• 2-4 years of experience within retail sales (preferred in insurance, or banking environment)
• Sales capabilities
• Solid knowledge of Abu Dhabi market
• Bilingual (Arabic & English)
• MS Office