A multinational insurance company is expanding its operations and is
looking to hire dynamic individuals for its branch in Alexandria
____________ _________ _________ _________ _________ _________ _
New Financial planner
Company: A multinational insurance company
Location: Alexandria branch
Duties include:
- Identifying prospective clients and conducting sales visits to
explore potential business opportunities by identifying their needs.
- Proposing and actively promoting solutions based on Company
products and services that would satisfy identified needs.
- Ensuring the clients fulfill all needed documents and medical
examinations.
- Coordinating with the Sales Support Services to ensure the prompt
operations activities in issuance of the policy and claims settlement
and providing all needed information for that purpose.
- Closely managing and monitoring the progress in sales targets
achievement, the quality of the portfolio and the persistency of
policies to ensure achieving targets.
- Following up on the developments of clients' needs and maintaining
good long terms relations with customers to ensure maximum clients
satisfaction.
- Ensuring excellent feedback efficiency to customer queries.
- Continuously updating market and competition knowledge to expand
market penetration.
- Continuously building and developing the network of contacts and
sources of leads.
- Ensuring continuous self-development to keep up to date with the
knowledge needed for effective performance.
- Keeping up to date with company's standards, policies, procedures
and authority limits that affect the implementation of
responsibilities.
-Supporting the department in any other task/project as needed.
Requirements:
- University degree.
- 0-4 years of sales experience.
- Excellent interpersonal skills with the ability to successfully
manage relations with external and internal clients.
- Excellent communications skills with a high customer service
orientation.
- Excellent presentation skills and high self-confidence.
- Good planning and follow up abilities.
- Good time management skills.
- Good negotiation skills.
- Keen on learning and self-development.
- Creative and highly self-motivated with an ability to handle work
pressure and to meet tight deadlines.
- Presentable.
- Good computer skills.
- Good command of written & spoken English and Arabic.
Please send you CV to:
jobs@ubs-eg. com ____________ _________ _________ _________ _________ _________ _
Position: Field Support Manager
Company: A multinational insurance company
Location: Alexandria branch
Duties include:
- Support FP/FAs to cultivate new markets/segments, in line with
Sales strategy.
- Accompany FP/FAs on client visits, where relevant, to support them
in the sales process and model appropriate sales behaviour.
- Meet with FP/FA on a regular basis (Daily /weekly) to review
performance and development needs
- Conduct sales meetings, at least weekly, with team, to review
performance, disseminate Company information, address common problems
and individual concerns, and rally the team to achieve goals.
Employees should be praised publicly but reprimanded in private.
- Carry out quarterly appraisals against the Sales Performance
Indicators, to review the individual's performance against targets,
establish future targets, and identify training and development
needs.
- Ensure that all sales team conduct their activity in accordance
with the Sales Process, the Company Regulation and Code of Ethics.
- Ensure that all sales team achieve and maintain licensed status.
- Ensure that the medical checkups for the clients are completed.
- Ensure that the collection procedures are followed.
- Work with the Unit Manager (UM) to establish realistic yet
challenging annual budgets and targets for the sales team.
- Meet with UM regularly (once a week 1-1, and once a month with the
Sales Manager), including the formal performance appraisal, to review
performance against budget and targets
- Complete and submit regular weekly and ad hoc reports promptly, as
required, to the UM
- Identify FP/FAs' training needs, through 1:1 meetings as per the
Sales Management Process. In conjunction with the Training
Department, plan and schedule appropriate technical, product, and
skills training necessary for the team or individuals, as identified
through the appraisal process or otherwise
- Recruiting qualified FPs/FAs through contacts and existing clients.
By following the recruitment process of the Sales Department
- Complete regular and ad hoc reports for senior management, as
required
- Meet clients to resolve issues where the policyholder requests
this, or otherwise where the UM or senior management regards it as
necessary so as to preserve good client relationships with the
Company.
- Explore opportunities to develop new markets/segments in line with
sales strategy
- Participate in relevant technical, product and skills training
arranged by the company and to take the initiative in keeping abreast
of developments in products and services. Ensure that relevant
knowledge and skills are disseminated to the sales team in
appropriate ways.
- Keep up to date with market developments by reading relevant
newspaper, journal articles and through personal contacts. Ensure
that relevant knowledge is disseminated to the sales team in
appropriate ways.
- Ensure an up to date understanding of company policies, procedures,
sales process and organisation. Ensure that relevant knowledge is
disseminated to the sales team in appropriate ways.
Requirements:
- Age between 28 – 35
- University Degree
- Certificate in Sales or marketing
- Minimum 2 yrs in sales management Plus 4 yrs in sales
- Self-motivated
- Intensive sales management skills
- Team Building Skills
- Competent with preparing business and work plans
- Personal integrity
- Existing wide circle of contacts
- Good appearance and presence
- Ability to work under pressure
- Very good command of English language
- Ability to coach & lead others
Please send you CV to:
jobs@ubs-eg. com