Financial Advisor in Assiut

key Responsibilities:

• Achieve his/her Monthly assigned target through conducting different daily activities of face to face approaches, Selling Interviews, phone calls etc…
• Assist in communicating with Operations team on pending business; follow up on issuance requirements and issues that are faced.
• Build a strong base of prospects and promote a strong focus on customer
• Provide the customers with superior after sale services such as but not limited to medical bookings arrangements, conducting welcome calls, reply to inquiries etc…
• Handle all customer inquiries, requests and complaints to maximize customer satisfaction
• Identify new sales opportunities among existing clients to boost sales through cross selling, taking referrals, etc…
• Meet all business requirements in terms of accuracy and reports deadlines.
• Maintain High Premium Persistency and Health renewal measures by consistent following up on his /her policies at risk and do all required retention efforts.
• Follow company policies and procedures in terms of regulatory guidelines, PCI, etc…
• Seize new opportunities and open new markets by approaching potential clients.
• Conduct outside meetings with clients if necessary.
• Perform all other duties assigned by manager.

Candidate Qualifications:

Business Knowledge/Technical Skills:

• Bachelor’s degree in any field
• 0-2 years of experience
• Insurance Knowledge is preferable
• Microsoft skills
• Excellent English Language skills
• Strong communication skills
• Self-motivated and confident
• Work under pressure
• Creative and persistent

Candidate Benefits

• Fixed Salary
• Monthly Allowance
• Commission Scheme
• Medical Insurance
• Carrier Bath
• Promotion Clear Criteria
• Training accommodation
• Social insurance

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