Financial Consultant- Life Division

General Information

Job Type:
Date Posted:
Apr 03, 2024
Employee Type:
Full-Time Employee


Main Function(s):

Responsible for identifying sales prospects for the life insurance plans and managing a portfolio of clients. His main duty is meeting potential clients to grow the customers’ base by exploring clients’ needs and matching them with our products and services. Also accountable for handling policy renewals, and servicing clients needs.

Duties & Responsibilities:

1. Responsible for developing long term relationship with clients, assess their needs and provide them accurate solutions, including suitable protection plan with long term investment strategy
2. Research & acquire potential leads from different resources to build a database of prospective clients
3. Achieve the set Annual Target as per the target letter
4. Ensure full submission of the business with proper information and premium settlements
5. Maintain a strong business relation with clients through contacts and visits
6. Ensure to provide a continuing quality service in order to improve customer satisfaction; plan future follow-up visits and evaluation of needs
7. Maintain records of new policies
8. Complete sales report activity as per management requests
9. Ensure proper completion of policy requirements by coordinating with the concerned stakeholders, including any necessary examinations and filling appropriate forms
10. Update job knowledge by participating in trainings and maintaining personal networks
11. Comply with Arabia Code of Conduct
12. Perform other related duties as assigned

· Bachelor’s degree in Business Administration or related field.
· 2-4 years’ work experience in Sales, Customer Service, Consulting, Banking, Insurance
· Strong command of spoken and written English and Arabic
· Good command of Computer Office, Online Tools, PowerPoint, Zoom etc...
· Persuasive verbal and written communication style

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