Insurance Sales Specialist
Role Overview
The Insurance Sales Specialist promotes a balanced mix of savings and protection products and works with Relationship Managers and Sales Officers.
The role focuses on new business, client pipelines, application processing, onboarding, customer support, and business quality.
Key Skills for This Role
Full Job Posting
Role summary
The Insurance Sales Specialist promotes a balanced mix of savings and protection products and works with Relationship Managers and Sales Officers.
The role focuses on new business, client pipelines, application processing, onboarding, customer support, and business quality.
Sales and client responsibilities
- Meet product-mix sales targets and coordinate with Relationship Managers, branches, and Sales Officers.
- Maintain a business pipeline and identify opportunities among untapped bank clients.
- Attend joint client meetings and assist with data calling to generate MetLife product meetings.
- Increase Relationship Manager activation across segments and support quarterly client portfolio reviews.
- Promote a balanced portfolio of protection and savings products and provide high-level service to premium clients.
Applications and business quality
- Apply underwriting guidelines to support smooth business processing.
- Conduct field underwriting of new applications by checking relevant documentation for completeness.
- Provide policy statements and fund fact sheets to the sales team promptly.
- Maintain business quality and meet quality KPIs.
Qualifications and experience
- A bachelor's degree in a relevant field is required.
- At least three years of relevant experience and insurance industry knowledge are required.
- Retail sales experience is preferred, particularly in insurance or banking.
Skills and market knowledge
- Fluency in English and Arabic is required.
- The posting calls for sales capabilities, understanding of insurance market trends, and knowledge of the Qatari market.
- Good written and verbal communication and an excellent command of Microsoft Office are listed.
About Commercial Bank Qatar
Commercial Bank was founded in 1975 and is headquartered in Doha, providing personal, business, government, international, and investment services.
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