Insurance Specialist – Abu Dhabi

Job Description

<strong>JOB DESCRIPTION:</strong><p><br></p><ul><li>Achieve assigned sales targets based on product mix</li><li>Meet bank sales team (RMs/WAs) on daily basis to explore opportunities for Insurance sales</li><li>Maintaining business pipeline for month in conjunction with RM/WA</li><li>Responsible for arranging product training, training refresher for sales team on regular basis.</li><li>Responsible to educate sales team on underwriting guidelines to ensure smooth flow of business.</li><li>Responsible for arranging training on completion of application/documentation for business sourced to ensure the TAT are maintained.</li><li>Responsible to keep the sales team updated with the requirements of business submitted to MetLife</li><li>Responsible for field underwriting of New Applications (completeness of relevant documentation)</li><li>Provide monthly performance reports of Fund Performance on MetLife platform to sales team.</li><li>Facilitate provision of policy statements, Fund fact sheets to sales team on timely basis.</li><li>Ensure that all the sales material (Application/brochures etc) are available to sales team at all times.</li><li>Attend Joint client meetings with RM/WA.</li><li>Tracking of contest qualifiers</li><li>Support to work on untapped clients/data of bank to generate new avenues of business.</li><li>Focus on RM activation across all segments to increase the business</li><li>Providing portfolio synopsis for HNI clients (Million dollar +)</li><li>Assist RM/WA in portfolio review of clients on quarterly basis</li><li>Drive balanced portfolio mix of protection and savings</li><li>Drive balanced premium mix of regular and single</li></ul><p><br></p><strong>QUALIFICATIONS, EXPERIENCE, &amp; SKILLS:</strong><p><br></p><ul><li>Undergraduate degree required (Bachelor)</li><li>2-4 years of experience within retail sales (preferred in insurance, or banking environment)</li><li>Sales capabilities</li><li>Solid knowledge of Abu Dhabi market</li><li>Bilingual (Arabic &amp; English)</li><li>MS Office</li></ul>