Insurance Sales Specialist
Role Overview
The Insurance Sales Specialist promotes a balanced mix of savings and protection products, meets sales targets, and develops a client pipeline.
The role supports new business, application processing, client service, and sales teams, including Relationship Managers, branches, and sales officers.
Key Skills for This Role
Full Job Posting
About the employer
Commercial Bank of Qatar is headquartered in Doha and offers personal, business, government, international, and investment services.
Role overview
The Insurance Sales Specialist promotes a balanced mix of savings and protection products, meets sales targets, and develops a client pipeline.
The role supports new business, application processing, client service, and sales teams, including Relationship Managers, branches, and sales officers.
Sales and client support
- Meet sales targets and work with Relationship Managers, branches, and sales officers to support targets and maintain a monthly pipeline.
- Attend joint client meetings, identify opportunities from untapped bank clients and data, and support outreach for MetLife products.
- Activate Relationship Managers across segments and assist with quarterly client portfolio reviews.
- Drive a balanced portfolio of protection and savings products and provide high-level service to premium clients, particularly those with portfolios of one million or more.
Applications and business quality
- Use underwriting guidelines to support smooth business flow and check new application documentation for completeness through field underwriting.
- Provide policy statements and fund fact sheets to sales teams in a timely manner.
- Maintain business quality and meet quality KPIs.
Qualifications and experience
- A bachelor's degree in a relevant field and at least 3 years of relevant experience are required.
- Insurance industry knowledge is mandatory; 3–10 years of retail sales experience is stated, with insurance or banking experience preferred.
- Sales capability, understanding of insurance market trends, and knowledge of the Qatari market are required.
- Fluency in English and Arabic, good verbal and written communication, and excellent Microsoft Office command are required.
Employer information
- The employer describes opportunities for professional development, global partnerships, employee well-being, work-life balance, and competitive compensation and benefits.
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