Insurance Specialist - Abu Dhabi

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Date Posted: Sep 5, 2023

Location(s): Abu Dhabi, AE

Company: MetLife


  • Achieve assigned sales targets based on product mix
  • Meet bank sales team (RMs/WAs) on daily basis to explore opportunities for Insurance sales
  • Maintaining business pipeline for month in conjunction with RM/WA
  • Responsible for arranging product training, training refresher for sales team on regular basis.
  • Responsible to educate sales team on underwriting guidelines to ensure smooth flow of business.
  • Responsible for arranging training on completion of application/documentation for business sourced to ensure the TAT are maintained.
  • Responsible to keep the sales team updated with the requirements of business submitted to MetLife
  • Responsible for field underwriting of New Applications (completeness of relevant documentation)
  • Provide monthly performance reports of Fund Performance on MetLife platform to sales team.
  • Facilitate provision of policy statements, Fund fact sheets to sales team on timely basis.
  • Ensure that all the sales material (Application/brochures etc) are available to sales team at all times.
  • Attend Joint client meetings with RM/WA.
  • Tracking of contest qualifiers
  • Support to work on untapped clients/data of bank to generate new avenues of business.
  • Focus on RM activation across all segments to increase the business
  • Providing portfolio synopsis for HNI clients (Million dollar +)
  • Assist RM/WA in portfolio review of clients on quarterly basis
  • Drive balanced portfolio mix of   protection and savings
  • Drive balanced premium mix of regular and single



  • Undergraduate degree required (Bachelor)
  • 2-4 years of experience within retail sales (preferred in insurance, or banking environment)
  • Sales capabilities
  • Solid knowledge of Abu Dhabi market
  • Bilingual (Arabic & English)
  • MS Office