Walk in Interview, Apply for Insurance Coordinator Job in Dubai, UAE
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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 policies
- Call customers to create a warm insurance sales pipeline, meet customers independently, follow up until sales closure
- Working with Insurance Product Head to design and roll our strategies and new insurance products and client offers as required
- Working with the insurance product team and the respective insurer to roll out micro marketing events
- The role requires responsibility to achieve insurance revenue as per the business plan
- The role will be eligible for bank approved Variable Compensation Plan
Knowledge/Experience:
- Knowledge of insurance products and the overall investment process
- Comprehensive knowledge of Insurance + investment management + current market / economic / financial trends and analyses
- At least 3-5 years’ experience in selling life Insurance products in the UAE
- Wealth management experience, with sales and products background.
- Familiar with financial planning concepts
Skills:
- Good interpersonal and communication skills
- Exhibit strong interpersonal skills and be a good team player
- Strong analytical/problem solving skills/quantitative skills
- Excellent presentation and computer skills
- Excellent 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 holder
- Relevant certificates Insurance related are preferred.
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Competencies:
- Good team player with ability to manage teams, influencing and convincing people.
- Proven track record of developing and building client relationships
- Highly customer oriented
- Positive/can-do attitude. Highly motivated and results-oriented team player.
- Strong attention to detail
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