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

Interview Schedule ↓↓