Insurance Sales Specialist (7816)
Role Overview
The Insurance Sales Specialist is responsible for meeting sales targets by promoting a balanced product mix, collaborating with Relationship Managers/Sales Officers, and maintaining a strong client pipeline. Key tasks include promoting savings and protection products, driving new business, managing new application processes, supporting clients, and assisting with any inquiries of customers and branches. The specialist also ensures smooth business flow, onboarding of customers, and delivers excellent service to premium clients, all while maintaining high business quality standards.
Full Job Posting
About Commercial Bank of Qatar:
Commercial Bank, founded in 1975 and headquartered in Doha, plays a vital role in Qatar’s economic development by offering a range of personal, business, government, international and investment services.
We believe in empowering our employees, providing them with opportunities for growth and professional development.
By Joining us, you’ll be part of a workplace culture that fosters innovation, supports work-life balance, and encourages you to reach your full potential.
Join us in shaping the future of banking!
Job Summary
The Insurance Sales Specialist is responsible for meeting sales targets by promoting a balanced product mix, collaborating with Relationship Managers/Sales Officers, and maintaining a strong client pipeline. Key tasks include promoting savings and protection products, driving new business, managing new application processes, supporting clients, and assisting with any inquiries of customers and branches. The specialist also ensures smooth business flow, onboarding of customers, and delivers excellent service to premium clients, all while maintaining high business quality standards.
Key Responsibilities:
- Achieve assigned sales targets based on product mix • Work closely with RM/Branches to achieve their own targets. • Maintaining business pipeline for month in conjunction with branch RMs/Sales officers. • Responsible to ensure smooth flow of business by utilizing underwriting guidelines. • Responsible for field underwriting of New Applications (completeness of relevant documentation) • Facilitate provision of policy statements, fund fact sheets to sales team on timely basis. • Attend Joint client meetings with RM/ Sales officers. • Support to work on untapped clients/data of bank to generate new avenues of business. • Assist RM/Sales officers in data calling for client meeting for MetLife products • Focus on RM activation across all segments to increase the business • Assist RM/ Sales officers in portfolio review of clients on quarterly basis • Drive balanced portfolio mix of protection and savings products • Providing high level of customer service for premium clients (Million dollar +) in particular • Maintain high level of business quality, met with quality KPIs
Key Competencies:
• 3 - 10 years of experience within retail sales (preferred in insurance, or banking environment)
• Sales capabilities
• The capability of understanding the market trends in the Insurance Business.
• Solid knowledge of the Qatari market
• Good communication skills, both verbal and written
• Excellent command of MS Office
Required Qualifications
- Bachelor’s degree in relevant field
- Fluent in English and Arabic (bilingual)
Required Experience
Minimum 3 years of relevant experience
Insurance Industry knowledge is a must
Why Commercial Bank?
Best Digital Bank in the Middle East 2024 by World Finance and Best Mobile Banking App in the Middle East 2024 by Global Finance.
An Innovation-Driven, Digital-First Environment where employees work with the latest tools and technologies to redefine banking
Opportunities for Global Partnerships & International Exposure , connecting employees with global networks and perspectives.
A focus on Employee Well-being & Work-Life Balance , ensuring a healthy and supportive environment for all team members
Competitive Compensation & Benefits that ensure our employees are rewarded for their dedication and performance
A strong Commitment to Diversity, Equity & Inclusion , fostering a culture that values every individual’s unique perspective.
At Commercial Bank, we don’t just offer careers, We shape futures by pioneering digital transformation in Qatar’s banking sector, blending digital-first approach to redefine banking through innovative solutions. Disclaimer: We appreciate your interest in joining CBQ! Please note that only selected candidates will be contacted for further steps in the hiring process. This job posting is for informational purposes only, and CBQ reserves the right to modify, withdraw, or close it at any time without notice.
About Commercial Bank
Qatar’s first private commercial bank serving individuals, businesses, and public-sector customers through conventional banking services.
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