Bancassurance Financial Advisor/ Senior FA at Wafa Life Insurance


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 is MUST.

If you are interested, Send your CV to [email protected] mentioning the “Financial Advisor/ Senior Financial Advisor” in the subject line.


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