Wafa Life Insurance - Egypt is hiring "Bancassurance Financial Advisor/ Sr. Financial Advisor" in Cairo, Giza, Alex & Assiut.

Summary of the Job

Build a strong base of prospects, maintain productive relationship with partner's staff, achieve assigned insurance targets, promote and safeguard a strong focus on customers and bank partners expectations.

 Job Challenges:

• Driving sales and achieve target of the bank branches.
• Consistent production while taking care of customer needs, business quality, products' diversification and level of bank partner commitment.
• Responsible for offering products solutions on insurance and financial needs to the branches’ customers to ensure achieving individual, company's vision and target.

Daily Sales Activity:

• Carry out continuous lead generation activities whether through walk in/ Data Mining/ Referrals and others.
• Conduct full fact finding and recommend insurance product to secure and enrich bank customers.
• Perform excellent customer service and business conversation activities on the assigned branches including customer inquiries, requests and complaints and all other issues related to customer service.
• Ensure that clients fulfil all needed documents and medical examinations if needed as well as ensuring that all these documents are properly submitted to operations.
• Follow up on process with operations and underwriters in their needed requirements till having the policies issued. 

Relationship Management:

• Engage in an open and trusting relationship with bank's branch managers/supervisors and staff.
• Promote reciprocity by referring customers to the bank staff for banking products.
• Engage the employees with bank branches in a regular discussions to transfer knowledge about insurance, Wafa products offering and understand their issues/concerns about selling insurance if any.
• Inform and update the bank branch manager of daily activities ,branch performance ,status of referrals and drive the required and professional escalation if needed.