Skills And Tools:
Summary of the Job
- Build a strong base of prospects, maintain productive relationship with partner's staff, achieve assigned production targets, promote and safeguard a strong focus on customers and bank partners expectations
- Consistent production while taking care of customer needs, business quality, products' diversification and level of bank partner commitment
- Driving sales and achieve target of the bank branch(s).
- Responsible for offering products solutions on insurance and financial needs to the branch(s) customers to ensure achieving individual and company's vision of ASE.
Daily Sales activity
- Responsible for the field training for the new Bancassurnace insurance specialists.
- Carry out continuous lead generation activities whether through walk in /Data Mining/Referrals /outside calls and others.
- Conduct full fact finding and recommend cutomized solutions to secure and enrich bank customers.
- Perform excellent customer service and business conversation activities on the assigned branch/s including customer inquiries, requests and complaints and all other issues related to customer service
incoordination with AM.
- Ensure that clients fulfill all needed documents and medical examinations 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.
- Present basic reports related to sales activities, referrals including closing ratio, ASE and other qualitative aspects on time.
- Meet and report weekly with AM with the production updates and other related matters.
- Engage in an open and trusting relationship with bank's branch manager(s) /officers and staff.
- Engage the employees with bank branch/s in a regular discussions to transfer knowledge about insurance, Allianz products offering and understand their issues/concerns about selling insurance if any.
- Promote reciprocity by referring customers to the bank staff for banking products.
- Inform and update the bank branch manager of daily activities ,branch performance ,status of referrals and drive the required and professional escalation if needed.
- Excellent communication leadership
- Good in excel
- Excellent Communication Skills
- Insurance knowledge
- 2-5 years of experience
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