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Insurance Specialist at MetLife
Dubai, United Arab Emirates
Job Descrption
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
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