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.
Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs, and find the right solutions for each customer.
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
* Be people focused
* Be great at planning
* Be good at negotiating
* Be great at networking
* Be a good communicator
* Have good time management skills
* Be a problem solver
* Have impeccable integrity
* Have excellent financial awareness
* Be results driven
* Be good at business development
* Be focused on sales culture
* Be ethical
* Have good judgement
* Have sound financial insight
RESPONSIBILITIES:
* Prospects, develops, and closes 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 legislations that may affect their existing financial plans.
* Make customers, both existing and new, aware 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:
* 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:
* They provide 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 UKs 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:
* A persistent desire to succeed.
* 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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