Insurance Sales Specialist
Role Overview
Meet sales targets by promoting a balanced product mix and maintaining a strong client pipeline.
Promote savings and protection products, drive new business, manage application processes, support customers and branches, and serve premium clients.
Support smooth business flow, customer onboarding, and high business quality.
Key Skills for This Role
Full Job Posting
Role summary
Meet sales targets by promoting a balanced product mix and maintaining a strong client pipeline.
Promote savings and protection products, drive new business, manage application processes, support customers and branches, and serve premium clients.
Support smooth business flow, customer onboarding, and high business quality.
Responsibilities
- Achieve assigned product-mix sales targets and work with relationship managers and branches toward their targets.
- Maintain a monthly business pipeline with branch relationship managers and sales officers.
- Apply underwriting guidelines and check new application documentation for completeness.
- Provide policy statements and fund fact sheets to the sales team in a timely manner.
- Attend joint client meetings and develop business from untapped bank clients and data.
- Support client-meeting calls for MetLife products, relationship-manager activation, and quarterly client portfolio reviews.
- Drive a balanced protection and savings portfolio; provide high-level service to premium clients, particularly million-dollar-plus clients.
- Maintain business quality against quality KPIs.
Qualifications and competencies
- Bachelor’s degree in a relevant field and at least 3 years of relevant experience.
- Insurance industry knowledge is required.
- Fluency in English and Arabic is required.
- Retail sales experience of 3–10 years is described; insurance or banking experience is preferred.
- Sales capability, understanding of insurance market trends, and solid knowledge of the Qatari market.
- Good written and verbal communication skills and excellent command of MS Office.
About Commercial Bank of Qatar
Commercial Bank was founded in 1975 and is headquartered in Doha, offering personal, business, government, international, and investment services.
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