Job description

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 for arranging training on completion of application/documentation for business sourced to ensure the TAT are maintained.

• 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.

• 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 (Bachelor)

• 2-4 years of experience within retail sales (preferred in insurance, or banking environment)

• Sales capabilities

• Solid knowledge of Dubai market

• Bilingual (Arabic & English)

• MS Office