Protection Consultant
4 days ago
Identify & approach prospects using referrals from local community, personal contacts, established professional network, and leads or prospects provided by AXA
- Achieve targets through set KPIs and objectives
- Determine clients’ particular protection needs and financial situation by scheduling face to face appointments
- Provide positive impact to clients by determining their evolving financial & protection needs during their lifetime, these include insurance, savings, and retirement plans
- Identify potential cross-selling opportunities of new products
- Ensure consistent multi-equipment protection solutions consisting of Life, Health and General insurance products to clients
- Maintain full compliance of department to AXA standards and reactivity/contribution to all compliance processes
- Advance product knowledge through regular training and on the job learning.
- Maintain knowledge on all competitor products and services and analyse all advantages and disadvantages for various products
- Document and maintain all records of sales activities and provide updates as required.
- Ensure renewals are being met in time and that their reports are being delivered to the management
- Abide to all underwriting requirements and maintain records
- Participate in all departmental meetings and support new comers.
- Perform all other duties as assigned by manager.
**Skills**:
**Business Knowledge/Technical Skills:
**- Bachelor degree in any field.
- 0-2 years of experience
- Insurance Knowledge is preferable.
- Fluency in English.
- Excellent computer skills.
- High organizational and planning skills.
- Result driven.
- Ability to handle angry customers.
- Strong interpersonal and communication skills: excellent written and verbal communication skills.
- Strong desire to help clients grow and protect their financial future.
- Meeting sales goals.
- Customer focus.
- Ability to deal with problems involving several concrete variables in standardized situations.
- Pro-active thinking.
- Detail oriented.
**Job Details**:
Job Location
Cairo, Egypt
Job Role
Sales
Career Level
Mid Career
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