وظيفة مستشار مبيعات شاغرة لدى بي كير للتأمين في الرياض

Job Title: Sales consultant

Work Locations: Riyadh, Jeddah, and Al Khobar

Employment Type: Full-Time

Job Purpose

To develop and grow insurance sales within the assigned geographical area by acquiring new clients, managing existing client relationships, and providing suitable insurance solutions that meet customers' needs. The role aims to achieve sales targets, increase the company's market share, and ensure compliance with applicable regulations and instructions governing the insurance sector in the Kingdom of Saudi Arabia.

Responsibilities:

-Achieve monthly, quarterly, and annual sales targets established by management.

-Acquire new individual and corporate clients and expand the customer base within the assigned territory.

-Market and sell insurance products and services offered by the company, including medical insurance, motor insurance, property insurance, engineering insurance, liability insurance, and other products, as applicable.

-Build and maintain long-term professional relationships with clients to enhance customer satisfaction and retention.

-Communicate with prospective and existing clients, identify their insurance requirements, and recommend appropriate insurance solutions.

-Prepare quotations and commercial proposals and follow up on opportunities through to deal closure and policy issuance, in coordination with the relevant departments.

-Follow up on policy renewals and implement initiatives to improve client retention and reduce customer attrition.

-Develop business networks with companies, institutions, insurance brokers, and business partners in accordance with company policies and applicable regulatory requirements.

-Conduct field visits and business meetings with clients within the assigned geographical area.

-Follow up on outstanding payments in coordination with the Finance Department and in accordance with approved procedures.

-Prepare periodic reports on sales performance, business opportunities, prospective clients, and territory performance.

-Monitor competitors, assess market trends and customer needs, and provide recommendations to improve sales performance.

-Use Customer Relationship Management (CRM) systems and maintain accurate, up-to-date client records and sales opportunities.

-Coordinate with the Underwriting, Customer Service, Claims, and Operations teams to ensure an integrated and efficient customer experience.

-Comply with internal policies, procedures, and applicable regulations and instructions issued by the relevant regulatory authorities governing the insurance sector in Saudi Arabia.

Educational Qualifications:

-Diploma or bachelor’s degree in business administration, Marketing, Insurance, Finance, or a related field.

-preferred having the Insurance Fundamentals Certificate Examination (IFCE)

Professional Experience:

-Two to five years of experience in sales, preferably within the insurance industry.

-Proven experience in customer acquisition, corporate account management, negotiation, and sales closing.

-An established business network within the assigned geographical area is preferred.

-Experience in business-to-business (B2B) insurance

-Strong sales, negotiation, and persuasion skills.

-Ability to build business relationships and develop a client portfolio.

-Excellent communication, presentation, and interpersonal skills.

-Ability to achieve sales targets and work against defined performance indicators.

-Strong analytical skills to assess customer needs and recommend suitable solutions.

-Proficiency in Microsoft Office and CRM systems.

-Ability to prepare reports and analyze sales performance data.

-Strong organizational, time-management, and follow-up skills.

-Willingness to conduct field visits and travel within the assigned territory.

-Professional integrity and the ability to maintain the confidentiality of client information.

- proficiency in English is preferred