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Sales Advisor - Life Insurance

Solyda Insurance Broker LLC

Posted on October 1, 2018

2 - 4 years Dubai - United Arab Emirates

Any Graduation. Any Arabic National, Indian, Pakistani

Opening 01

Job Description

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Principal Accountabilities:
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
• Fulfil 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 persistency 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 process

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 trainings 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


Insurance

Sales / Business Development

Desired Candidate Profile

Knowledge Skills and Experience:
• Sales & customer service
• 2 years’ experience in sales, preferably in life insurance or financial services
• Selling, Interpersonal, Communication, Presentation
• Business Compliance
• Excellent Business English (Verbal and written communication skills)
• Reliability and honesty
• Excellent time management
• Decision-making
• Accuracy and attention to detail
• Email/Internet, MS Office,
• Ability to understand the product difference for various insurance offerings

Key Competencies:
1. Achievement Drive Level 4
2. Serving Customer Level 4
3. Analytical Skills Level 3
4. Building Relationship Level 4
5. Confidence Level 4
6. Initiative Level 3

Key Performance Indicators:
• Sales production
• Customer service
• Training
• Relationship management
• Initiative & Innovation
• Team Work

Keywords

Sales production • Customer service • Training • Relationship management • Initiative & Innovation • Team Work Knowledge Skills and Experience: • Sales & customer service • 2 years’ experience in life insurance

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Solyda Insurance Broker LLC

At Solyda Insurance Broker LLC (Solyda UAE), we provide protection and peace of mind for our individual and corporate customers by offering quality savings, investment and protection products through some of the best companies in the world.

With offices in Dubai and Abu Dhabi, we are licensed and regulated by the Insurance Authority of the UAE and Department of Economic Development of Dubai and Abu Dhabi.

Solyda UAE, like Solyda Italy and Solyda France, is part of the FWU Group.

Our services cover every element of financial management, including full insurance solutions, savings for education and retirement, succession planning, shareholder and key man protection. We’re a total solutions provider for anyone seeking clear, concise and relevant advice.
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Contact

Name/ Designation:
Surya -

Address: Office # 703, API Tower Sheikh Zayed Road, Dubai- UAE
Dubai
United Arab Emirates
15904

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