Added 11 months ago
Insurance Advisor
LocationDubai, Dubai, Middle East PP Adecco
Job typeSpecialist
Date2023-09-11
CategoryBanking and Insurance
Insurance Advisor
We are currently recruiting top talent for the role of Insurance Advisors for our client, a leading bank in the market.
Job Purpose
Provide Bank customers financial services which exceed the customer’s expectations by delivering unbiased, competent, timely and seamless service.
Key Result Areas
- Achieve monthly Insurance FER (personal banking) & individual target in the financial year.
- Acquire, develop and strengthen Insurance acquisition through effective relationship management in accordance with business goals.
- Coach direct sales staff to join calls to upsell life products.
- Manage and develop relationships with new and existing Personal Banking customers through professional consultative financial analysis.
- Ensure superior customer service, thereby contributing to the overall customer experience of bank.
- Ensure Customer retention through active customer engagement to avoid claw backs.
- Take ownership of customer complaints on Insurance.
- Consistently increase the penetration in the assigned target companies by meeting KPA standards.
- Acting as an external personal contact between the bank and its existing and potential markets.
- Making accurate, rapid cost calculations and providing customers with correct quotations/charges.
- Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
Knowledge, Skills and Experience
- Through knowledge of products, services, policies and processes of retail banking in Bank.
- Life insurance and investments previous experience.
- Postgraduate, preferably an MBA degree with strong numeric skills and 1-2 years of insurance sales experience.
- Understanding of customer financials.
- Sales profile that requires a strong relationship and service mindset coupled with a strong personality and communication skills.
Only candidates that meet the required criteria will be shortlisted.
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