Insurance Advisor

Key Responsibilities

• Client Engagement: Actively reach out to leads and make appointments with potential clients through calls, email, or in person.
• Needs Assessment: Ask questions to understand each client’s insurance needs before suggesting the right coverage options.
• Product Advice: Provide clear and easy‑to‑understand advice about insurance options like motor, health, and life insurance.
• Sales Achievement: Work to meet and exceed monthly sales and conversion targets set by the company.
• Build Relationships: Maintain strong long‑term relationships with clients to encourage repeat business and referrals.
• Documentation: Complete all paperwork, policy forms, and documentation accurately and on time.
• Market Awareness: Keep updated with insurance products, pricing, and UAE regulations to advise clients correctly.

Requirements

• Experience: At least 2–3 years in sales, insurance advising, or related customer service role in UAE.
• Education: Bachelor’s degree in Business, Finance, Insurance, or related field preferred.
• Technical Competence: Familiar with insurance products and ability to explain coverage clearly.
• Project Controls: Able to manage client follow‑up, schedules, and documentation accurately.
• Leadership: Strong interpersonal skills to influence client decisions and work well with teams.
• Commercial Acumen: Understand sales targets, pricing, and basic risk factors in insurance.