Insurance Specialist

Job Summary

MetLife seeks a Sales Specialist to collaborate with bank sales teams, drive product knowledge, and increase insurance sales. The role involves training, underwriting support, performance reporting, and client engagement.

Job Responsibilities

• Achieve assigned sales targets based on product mix
• Meet bank sales team (RMs / WAs) on daily basis to explore opportunities for Insurance sales
• Maintain business pipeline for month in conjunction with RM / WA
• Arrange product training and regular refresher for sales team
• Educate sales team on underwriting guidelines to ensure smooth flow of business
• Arrange training on completion of application / documentation for business sourced to maintain TAT
• Keep sales team updated with requirements of business submitted to MetLife
• Field underwriting of new applications (completeness of relevant documentation)
• Provide monthly performance reports of fund performance on MetLife platform to sales team
• Facilitate provision of policy statements, fund fact sheets to sales team on timely basis
• Ensure that all sales material (application / brochures etc) are available to sales team at all times
• Attend joint client meetings with RM / WA
• Track contest qualifiers
• Support work on untapped clients / data of bank to generate new avenues of business
• Focus on RM activation across all segments to increase business
• Provide portfolio synopsis for HNI clients (Million dollar +)
• Assist RM / WA in portfolio review of clients on quarterly basis
• Drive balanced portfolio mix of protection and savings

Qualifications

Benefits We Offer

Our Gulf benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan, an Employee Assistance Program (EAP), and other digital mental health programs. You’ll get the support you need through every stage of life with various leave policies, be able to participate in volunteering events (for which you’re able to use Volunteer Time Off), have ample learning and growth opportunities, and more.

About MetLife

Recognized on Fortune magazine's list of the "World's Most Admired Companies" and Fortune World’s 25 Best Workplaces™, MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Other

Industries

Insurance

#J-18808-Ljbffr