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Bancassurance Financial Advisor - Ismailia
Job DescriptionSummary of the JobBuild a strong base of prospects, maintain productive relationship with partner's staff, achieve assigned production targets, promote and safeguard a strong focus on customers and bank partners expectations Job ChallengesConsistent production while taking care of customer needs, business quality, products' diversification and level of bank partner commitmentDriving sales and achieve target of the bank branch(s). Responsible for offering products solutions on insurance and financial needs to the branch(s) customers to ensure achieving individual and company's vision of ASE.Daily Sales activity Responsible for the field training for the new Bancassurnace insurance specialists.Carry out continuous lead generation activities whether through walk in /Data Mining/Referrals /outside calls and others.Conduct full fact finding and recommend cutomized solutions to secure and enrich bank customers.Perform excellent customer service and business conversation activities on the assigned branch/s including customer inquiries, requests and complaints and all other issues related to customer serviceincoordination with AM.Ensure that clients fulfill all needed documents and medical examinations as well as ensuring that all these documents are properly submitted to operations.Follow up on process with operations and underwriters in their needed requirements till having the policies issued.Present basic reports related to sales activities, referrals including closing ratio, ASE and other qualitative aspects on time.Meet and report weekly with AM with the production updates and other related matters.Relationship ManagementEngage in an open and trusting relationship with bank's branch manager(s) /officers and staff.Engage the employees with bank branch/s in a regular discussions to transfer knowledge about insurance, Allianz products offering and understand their issues/concerns about selling insurance if any.Promote reciprocity by referring customers to the bank staff for banking products.Inform and update the bank branch manager of daily activities ,branch performance ,status of referrals and drive the required and professional escalation if needed.Job RequirementsExcellent communication leadershipGood in excelExcellent Communication Skills Insurance knowledge2-5 years of experience