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Financial Advisor/ Senior Financial Advisor (Banc Assurance)

  • Sales/Retail
  • Egypt

Job Description :

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 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 Requirements :

. Presentable. Bachelor’s degree in business, finance, or related field.. Excellent Negotiation Skills.. Excellent Communication Skills.. At least 1 year of experience in the insurance field. 

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