Takaful Sales Adviser -TSA

1.00 to 10.00 Years Jeddah , Saudi Arabia 20 Mar, 2021

Job Location	Jeddah , Saudi Arabia
Education	Bachelor's degree / higher diploma
Salary	Not Mentioned
Industry	Insurance & TPA
Functional Area	Not Mentioned

Job Purpose:Responsible to achieve sales target from the company products and following-up with contract collections.Daily Tasks:

To meet with the unit manager to review contracts requirements, clients visits and generated Leads through the system
To communicate with potential clients through phone calls and customer visits
To update the daily status visits through the system
To Record the daily visits and their results and the results of leads on the system
To submit the new clients APPs to the unit manager after ensuring the data is correct, complete and recorded on the system

Weekly Tasks:

Weekly meetings with unit manager to discuss target and the way to achieve it and review the daily visits with the clients, and complete the requirements of the deficiencies to amend the deviation from the goals

Monthly Tasks:

TSAs are obligated to communicate daily and respond without delay to:

Clients inquiries and everything related to their requests before and after the contract is issued
Direct manager directs and inquiries
Collection of late contributions
Maintaining his contracts from cancellation
Follow-up the comments and requirements of its clients related to departments: Operations, human resources, call centre, information technology, marketing, finance, legal, compliance and risk.

Keyskills :

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