Insurance Specialist - Doha, دولة قطر - MetLife

MetLife
MetLife
شركة تم التحقق منها
Doha, دولة قطر

منذ أسبوع

Aisha Al-Thani

تم النشر بواسطة:

Aisha Al-Thani

مسوّقة للمواهب لبيبي
وصف

JOB PURPOSE:
Achieve assigned sales targets based on product mix and maintain acceptable persistency ratios as per internal benchmark.


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 to keep the sales team updated with the requirements of business submitted to MetLife.
  • Responsible for field underwriting of New Applications (completeness of relevant documentation)
  • Provide monthly performance reports of Fund Performance on MetLife 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.
  • Portfolio Analysis for clients on request.
  • 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

QUALIFICATIONS, EXPERIENCE, & SKILLS:

- _ Undergraduate degree required_
- _ 2-4 years of experience within retail sales (preferred in insurance, or banking environment)_
- _ Sales capabilities_
- _ Solid Knowledge of Qatar market_
- _ Bilingual (Arabic & English)_
- _ MS Office_
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