وظائف

Banker – Financial Advisor at Wafa Life Insurance

Work Type : Full Time
Experience : 0-3 Years
Gender : male and female
Salary: 8,000 EGP
Salary Type : Net Salary
Location: Cairo , EG

Job Description:
Summary of the Job

. Build a strong base of
prospects, maintain productive relationship with partners staff,
achieve assigned insurance targets, promote and safeguard a strong focus
on customers and bank partners expectations.

Job Challenges:
– Driving sales and achieve target of the bank branches.

Consistent production while taking care of customer needs, business
quality, products diversification and level of bank partner commitment.

Responsible for offering products solutions on insurance and financial
needs to the branches customers to ensure achieving individual,
companys vision and target.

Daily Sales Activity:
– Carry out continuous lead generation activities whether through walk in/ Data Mining/ Referrals and others.
– Conduct full fact finding and recommend insurance product to secure and enrich bank customers.

Perform excellent customer service and business conversation activities
on the assigned branches including customer inquiries, requests and
complaints and all other issues related to customer service.
– Ensure
that clients fulfil all needed documents and medical examinations if
needed as well as ensuring that all these documents are properly
submitted to operations.
– Follow up on process with operations and underwriters in their needed requirements till having the policies issued.

Relationship Management:
– Engage in an open and trusting relationship with banks branch managers/supervisors and staff.
– Promote reciprocity by referring customers to the bank staff for banking products.

Engage the employees with bank branches in a regular discussions to
transfer knowledge about insurance, Wafa products offering and
understand their issues/concerns about selling insurance if any.

Inform and update the bank branch manager of daily activities ,branch
performance ,status of referrals and drive the required and professional
escalation if needed.

Job Qualifications:
. Presentable
. Bachelors degree in business, finance, or related field.
. Excellent Negotiation Skills.
. Excellent Communication Skills.
. 1-2 years of experience in the insurance field.

Job Type: Full-time

Salary: E£5,000.00 – E£8,000.00 per month

Ability to commute/relocate: Cairo: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

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