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.
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 our team of established Financial Consultants – they serve clients in every community.
Operating from their prestigious offices in The Palm Tower (Al Dafna), you will offer a full range of life insurance, savings, and investment products to their clients, 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.
Qatar is a fabulous growth market and we are looking for experienced and qualified financial services advisers. You will speak English fluently and be able to mix in a variety of social settings. Qatar is a highly regulated market and you will need qualifications equivalent to a ‘Diploma’ in the UK (a Level 4 qualification) to work there.
THEY ARE LOOKING FOR:
* Experienced financial services advisers and consultants, ideally UK CISI level 4 qualified.
* Ideally already operating in the Qatar market, although we 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.
REQUIRED SKILLS:
* 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 judgement
* 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 generate 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 legislations that may affect their existing financial plans
* 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:
* Ideally have a UK CISI or CII level 4 Diploma qualification or have an international CFP
* 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 has on offer the opportunity to attend in-house training to become certified with the UK's 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 UK CISI / CII level 4 qualified investment advisory candidates. 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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