Share this Job

Insurance Specialist

Apply now »

Date Posted: Jun 22, 2022

Location(s): OM OM

Company: MetLife

JOB PURPOSE: Achieve assigned sales targets based on product mix and maintain acceptable persistency ratios as per internal benchmark.

 

JOB DESCRIPTION 

  • 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.
  • Portfolio Analysis for clients on request.
  • 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

 

QUALIFICATIONS, EXPERIENCE, & SKILLS:

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