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Insurance Specialist - Omani National
وصف الوظيفة
The Insurance Specialist is responsible for achieving assigned sales targets based on product mix and meeting bank sales teams (RMs/WAs) on a daily basis to explore opportunities for Insurance sales. The role involves maintaining a business pipeline, arranging product training, and educating the sales team on underwriting guidelines.
المسؤوليات
- Achieve assigned sales targets based on product mix
- Meet bank sales team (RMs/WAs) on daily basis to explore opportunities
- Maintain business pipeline for month in conjunction with RM/WA
- Arrange product training and refresher courses for sales team
- Educate sales team on underwriting guidelines
- Responsible for field underwriting of new applications
- Provide monthly performance reports of Fund Performance
- Attend Joint client meetings with RM/WA
- Focus on RM activation across all segments
- Assist RM/WA in portfolio review of clients on quarterly basis
المؤهلات
- Undergraduate degree required (Bachelor)
- 2-4 years of experience within retail sales (preferred in insurance or banking)
- Solid knowledge of Oman market
- Bilingual (Arabic & English)
- Proficiency in MS Office