Insurance Sales Specialist
Role Overview
The Insurance Sales Specialist meets sales targets through a balanced product mix, client pipeline development, and collaboration with relationship managers and sales officers.
The role promotes savings and protection products, drives new business, supports application processing and customer onboarding, and serves premium clients.
Key Skills for This Role
Full Job Posting
Role summary
The Insurance Sales Specialist meets sales targets through a balanced product mix, client pipeline development, and collaboration with relationship managers and sales officers.
The role promotes savings and protection products, drives new business, supports application processing and customer onboarding, and serves premium clients.
Key responsibilities
- Achieve assigned sales targets based on product mix and work with relationship managers, sales officers, and branches toward their targets.
- Maintain the monthly business pipeline with branch relationship managers and sales officers.
- Apply underwriting guidelines to maintain smooth business flow and check new applications for complete documentation.
- Provide policy statements and fund fact sheets to the sales team on time.
- Attend joint client meetings and help identify untapped bank clients and data for new business.
- Assist with client data calling, relationship manager activation, and quarterly portfolio reviews for MetLife products.
- Drive a balanced mix of protection and savings products; provide high-level service to premium clients, particularly million-dollar-plus clients.
- Maintain business quality, meet quality KPIs, and assist customers and branches with inquiries and onboarding.
Qualifications and experience
- A bachelor’s degree in a relevant field is required.
- At least three years of relevant experience is required; the competency section describes three to ten years in retail sales.
- Insurance industry knowledge is mandatory; retail sales experience in insurance or banking is preferred.
- Fluency in English and Arabic is required.
- Candidates should have sales capabilities, understand insurance market trends, and know the Qatari market.
- Good written and verbal communication skills and excellent command of MS Office are required.
About Commercial Bank
Commercial Bank was founded in 1975 and is headquartered in Doha, providing personal, business, government, international, and investment services.
The employer describes an innovation-focused, digital-first workplace and highlights employee development, well-being, work-life balance, and competitive benefits.
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