Insurance Coordinator
ICON Medical Center
منذ 1 يوم
source : ExploreJobs

Key Responsibilities : Support the Relationship Managers and Personal Bankers in evaluating customers’ needs and providing solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.

Design and recommend strategies to meet the objectives of the customers.Work closely with the Relationship Managers to identify opportunities, coach them on insurance concepts and products, generate a warm insurance sales pipeline to follow through until sales closure, interact effectively HNWI (CG / CPC) customers to offer service / upsell / cross sell insurance policiesCall customers to create a warm insurance sales pipeline, meet customers independently, follow up until sales closureWorking with Insurance Product Head to design and roll our strategies and new insurance products and client offers as requiredWorking with the insurance product team and the respective insurer to roll out micro marketing eventsThe role requires responsibility to achieve insurance revenue as per the business planThe role will be eligible for bank approved Variable Compensation PlanKnowledge / Experience : Knowledge of insurance products and the overall investment processComprehensive knowledge of Insurance + investment management + current market / economic / financial trends and analysesAt least 3-5 years’ experience in selling life Insurance products in the UAEWealth management experience, with sales and products background.

Familiar with financial planning conceptsSkills : Good interpersonal and communication skillsExhibit strong interpersonal skills and be a good team playerStrong analytical / problem solving skills / quantitative skillsExcellent presentation and computer skillsExcellent verbal and written communication skills in English good verbal communication in Arabic would be an advantage but is not essential to this role.

Qualifications : MBA or Business Degree holderRelevant certificates Insurance related are preferred.Competencies : Good team player with ability to manage teams, influencing and convincing people.

Proven track record of developing and building client relationshipsHighly customer orientedPositive / can-do attitude. Highly motivated and results-oriented team player.Strong attention to detail

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