Bancassurance Sales Advisor

Job Description

Achieve his/her quarterly assigned target through conducting different daily
activities of face to face approaches, Selling Interviews, phone calls etc…
Provide sales and technical support to bank staff on product details, benefit
illustrations, insurance policies, etc...
Support bank staff when prospects have unique requirements that cannot be met
by the available packages, such as requiring complex savings plans or detailed
advice, or with loan debt obligations elsewhere, and needing protection.
Assist in communicating with Operations team on pending business; follow up on
issuance requirements and issues that are faced.
Build a strong base of prospects and promote a strong focus on customer
Monitor and follow up on bank staff activities related to approaching
prospects to arrange for meetings and selling Life, Property and Casualty
insurance to these prospects and be responsible for the weekly, monthly, and
annual activity reporting required by the Company, for the assigned bank
branches.
Act as the link between bank staff and the Company, in terms of collecting
completed application forms and proofs of initial premium payments and
submitting them to the company.
In charge of the bank Branches supplies replenishment of brochures, corporate
profiles, application and Investment guide, by monitoring branch supplies and
requesting supplies from Marketing Department.
The Protection Advisor who will be responsible for supporting more than one
Branch, will have to divide his/her time and effort between these branches
appropriately.
Attend regular meetings held by the Bank branch management to address action
plans, activities, trainings, etc…
Provide the customers with superior after sale services such as but not
limited to medical bookings arrangements, conducting welcome calls, reply to
inquiries etc...
Handle all customer inquiries, requests and complaints to maximize customer
satisfaction
Identify new sales opportunities among existing clients to boost sales through
cross selling, taking referrals, etc...
Meet all business requirements in terms of accuracy and reports deadlines.
Maintain High Premium Persistency and Health renewal measures by consistent
following up on his /her policies at risk and do all required retention
efforts.
Responsible for his / her branch archiving system.
Follow company policies and procedures in terms of regulatory guidelines, PCI,
etc…
Maintain Strong relation with bank staff to ensure their cooperation through
the referral process.
Introduce company's new products to the bank staff to ensure their full
awareness of all AXA products.
Achieve sales target by approaching prospect customers referred by bank staff.
Seize new opportunities and open new markets by approaching potential clients.

Skills

Bachelor's degree in a relevant field
‎0-‎2 years of experience
Insurance Knowledge is preferable
Microsoft skills
Excellent English Language skills
Owns a car
Strong communication skills
Self-motivated and confident
Proactive and flexible to work in multiple branches
Work under pressure
Ability to handle angry customers
Creative and persistence

Job Details

Job Location
Egypt
Job Role
Sales
Employment Status
Full time
Employment Type
Employee

Preferred Candidate

Career Level
Entry Level
Years of Experience
Min: ‎0 Max: ‎5