Our client is one of the largest independent award-winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region. If you are NOT a financial services investment and/or insurance sales person, then this is not for you and please don’t apply.
They continue to expand in Qatar, where they have been established since 2008. Qatar is a well-regulated market lending itself to a professional approach to financial advice and service.
As a well-established Insurance Brokerage, their client bank reflects Qatar’s population, as does their team of established Financial Consultants – they serve clients in every community.
Operating from their prestigious offices in West Bay, you will offer a full range of life insurance, savings, and investment products to our clients, both new and existing. Further, you will be able to offer a full range of commercial insurance, employee benefits, and personal lines insurance, supported by a first-class administration team.
They are looking for experienced financial services advisers and consultants, ideally already operating in the Qatar market, although they are prepared to help you to relocate to Qatar. You will speak English fluently and be able to mix in a variety of social settings.
Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you network, understand client needs, and find the right solution for each customer.
THEY ARE LOOKING FOR:
* Experienced financial services advisers and consultants with UK CISI level 4 qualifications as it is a regulated environment.
* Ideally already operating in the Qatar market, although we are prepared to help you to relocate to Qatar.
* Fluency in English and the ability to mix in a variety of social settings.
REQUIRED SKILLS:
The candidate we are looking for will be driven and want to grow with the company. They will also be an excellent and confident communicator with a positive attitude along with the ability to work on their own initiative. Although some leads will be available to them, they will also possess the skills to generate leads as well as develop networks. Over and above all you must:
* Be customer service centric
* Have good time management skills
* Be a problem solver
* Be good at business development
* Be focused on sales culture
* Be ethical
* Have good judgment
* Have sound financial insight
RESPONSIBILITIES:
* Prospect, develop, and close new business clients
* Remain abreast of market, industry, and regulatory developments and develop a personal network to increase knowledge
* Arrange client meetings and attend when required
* Resolve any escalated complaints and disputes that arise and manage good levels of client service
* Contact clients and arrange in-depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an informed decision as to how they can achieve their financial goals
* Keep up-to-date files relating to dealings with customers
* Identify clients’ insurance and financial needs and offer advice on how best they can achieve these needs
* Increase short- and long-term persistency of the company book of policies
* Arrange regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met
* Contact customers to make them aware of new financial and insurance products or changes to legislation that may affect their existing financial plans
* Inform customers, both existing and new, of the range of general insurance products that the company has available to address their needs
* Ensure that you stay up to date with current products provided by the company and aspects of legal and regulatory requirements in the area where you work
* Analyze information and prepare plans best suited to individual clients’ requirements
* Research the marketplace and provide clients with information on new and existing products and services
* Liaise with head office and financial services providers
* Communicate with other professionals, such as estate agents, solicitors, and accountants
EDUCATION:
* Chartered Insurance Institute qualifications would be a distinct advantage
* 2-3 years of experience in an independent financial advisory capacity / Brokerage
THE COMPANY OFFERS:
* Security and career opportunities with unlimited income and fully funded back office support
* Visa sponsorship, medical, and life cover are provided
* This role also offers the opportunity to attend in-house training to become certified with the UK Chartered Insurance Institute at no cost to the successful candidate
* Continuous personal development facilitated by our Training and Development Team
* Attractive sales incentives including international conventions are just some of the additional rewards available
TO BE CONSIDERED, YOU WILL NEED TO HAVE:
* Relationship and networking ability
* A customer-centric attitude
* A flexible working style
* An existing client bank (preferable but not essential)
Please note: This position would ideally suit experienced and qualified UK level 4 investment advisory candidates, as required by the local regulator. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client-facing, sales and targets-driven profession for experienced financial advisors. Please only apply if you have the required wealth management and/or insurance experience.
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