Financial Planner Insurance

Misr Life Insurance - Takaful
For Cairo Residents
Identify & approach prospects using referrals from local community, personal contacts, established professional network, and leads or prospects provided* Achieve targets through set KPIs and objectives* Determine clients' particular protection needs and financial situation by scheduling face to face appointments Provide positive impact to clients by determining their evolving financial & protection needs during their lifetime, these include insurance, savings, and retirement plans* Identify potential cross-selling opportunities of new products* Ensure consistent multi-equipment protection solutions consisting of Life, Health, and General insurance products to clients* Maintain full compliance of department to standards and reactivity/contribution to all compliance processes* Advance product knowledge through regular training and on the job learning.* Maintain knowledge on all competitor products and services and analyze all advantages and disadvantages for various products* Document and maintain all records of sales activities and provide updates as required.* Ensure renewals are being met in time and that their reports are being delivered to the management
Qualifications:* Bachelor's degree in a relevant field.* Fresh graduated.* 0-2 years of experience* Insurance Knowledge is preferable.* Ability to handle angry customers.* Strong interpersonal and communication skills: excellent written and verbal communication skills.* Strong desire to help clients grow and protect their financial future.* Meeting sales goals.
Benefits Basic salary + Commission+ Bonus + Medical Insurance + Social Insurance + Life Insurance + mobile allowance
Industry Insurance
Employment Time Full Time
Post date: Today
Publisher: LinkedIn
Post date: Today
Publisher: LinkedIn