Sales Advisor - Life Insurance
Solyda Insurance Broker LLC - Dubai
Principal Accountability:
A) FINANCIAL/MONETARY: (REVENUE/COST):
- Develop effective marketing strategies to sell insurance plans to new clients or up-sell to existing clients
- Use methods such as networking, social media, client seminars etc to identify opportunities and cultivate trust with
- Potential customers
- Measure the current and future financial circumstances of business or individual customers and propose solutions
- according to their requirements
- Submit regular progress of sales to unit head
- 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
B) CUSTOMER/CLIENT: (INTERNAL/EXTERNAL):
- Ensure effective customer service to improve persistence and repeat sales
- Complete the fact find as prescribed by the company for need analysis.
- Present customers with a minimum of two solutions that match their current and future needs
- Manage orphan contracts in line with company orphan contract management guidelines
- Establish effective regular communication channels with customers to strengthen the relationship for after sales service.
- Collaborate with sales unit manager & sales support staff to facilitate business progress
- Responsible for generating illustrations from different insurance company software tools
C) SUPPLIERS/ VENDORS: (REGULATORS/OTHERS):
- Comply with legal, regulatory, financial and operational requirements in all areas of responsibility
- Follow compliance and aml requirements as set out by the insurance companies
- Do the KYC for the clients as per the guidelines provided by different insurance companies.
D) PEOPLE/EMPLOYEE: (UNIT WIDE):
- Collaborate with other financial advisors to strengthen unit sales production/growth
- Add innovative ideas to improve efficiency in sales proces
E) INTERNAL PROCESSES/PRACTICES: (PRODUCTIVITY/QUALITY/COMPLIANCE/REPORTING):
- Facilitate actions to resolve performance issues and ensure minimum activity & productivity ratios are achieved
- Responsible for the accuracy of client information in documentation
- Attend ongoing product and sales training conducted internally or externally.
- Attend daily, weekly and monthly sales team meetings
- Prepare illustrations and fill out application forms and collect requisite data for the insurance application
Sales Advisor - Life Insurance
Reviewed by Editor
on
October 17, 2018
Rating:
