Financial advisor/ Sr. FA - Bancassurance Sales

Wafa Life Insurance - Egypt is hiring 'Bancassurance Financial Advisor/ Sr. Financial Advisor' in Giza, October, Alex & Assiut.

Summary of the Job

. Build a strong base of prospects, maintain productive relationship with partner's 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, company's 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 bank's 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 discussion 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:

. Bachelor's degree in business, finance, or related field.

. 1-2 years of experience in the insurance field is MUST.

. Excellent Negotiation Skills.

. Excellent Communication Skills.

. Presentable.

If you are interested, send your CV to '[Confidential Information]” mentioning the 'Financial Advisor/ Sr. Financial Advisor' in the subject line.