Bancassurance Specialist

4 weeks ago

Cairo, Egypt MetLife egypt Full time
Responsibilities:
  • Meeting with clients.
  • Offering specialized financial guidance and advice.
  • Completing financial needs analyses.
  • Creating and explaining customized plans.
  • Utilizing knowledge of tax investment strategies.
  • Assessing clients' financial portfolios.
  • Analyzing clients' risk. -Encouraging clients to invest in the future.

  • Bancassurance Retention Specialist

    3 months ago

    Cairo, Egypt Allianz Egypt Full time

    Responsibilities:Communicating with customers and sales representatives.Analyzing customer behavior.Gathering information about customer complaints.Developing aggressive retention strategies based on customer feedback.Negotiating with customers to renew contracts and retain business.Meeting with the sales team to propose customer retention solutions.Writing...