Sally Gamal Eldin

Insurance RepresentativeFull Time

• Job Details:• Developing base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects • Approaching potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being • Determining clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals • Developing a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation • Updating job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations • Enhancing insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments

Investment AdvisorFull Time

• Job Details:• Contacting clients and setting up meetings, either within an office environment or in clients' business premises. • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims • Assisting clients to make informed decisions by doing several follow ups • Reviewing and responding to clients changing needs and financial circumstances • Promoting and selling financial products to meet given or negotiated sales targets

Sales CoachFull Time

• Job Details:• Coaching, training, and doing performance evaluations to develop and control sales. • Using a variety of software packages to produce correspondence and reports in order to verify where we are standing on hourly, daily and weekly basis. • Being the only member in the support team who has a dedicated target, who represents company in meetings with our client and gets the chance to deal with high level of directors. • Brainstorming and resolve customer complaints regarding sales and service. • Creating and applying actions plans for agents with low performance. • Maintain presentations, spreadsheets and databases to show the improvements in the sales plans. • Managing escalations and following up on the orders. • Review operational records and reports to project sales and determine profitability. • Managing technical and sales call backs for our customers for follow ups in order to reach customer's satisfaction.