Financial Sales Consultant Qatar

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 our team of established Financial Consultants – they serve clients in every community.

Operating from our prestigious offices in West Bay, you will offer a full range of life insurance, savings and investment products to our 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.

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 to 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 its a regulated environment.
• 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.

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 solution for each customer.

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 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
• 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 develops 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
• Contacting 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 customer.
• Identify Client’s insurance and financial needs and offer advice and how best they can achieve these needs
• Increase short-and long-term persistency of the company book of policies
• Arranging regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met. Are on target to deliver the results required in response to the customers changing needs and financial circumstances.
• Contacting customers to make them aware of new financial and insurance products or changes to legislations that may affect their existing financial plans
• Making 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.
• Analyzing information and preparing plans best suited to individual clients’ requirements.
• Researching the marketplace and providing clients with information on new and existing products and services.
• Liaising with head office and financial services providers.
• Communicating 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:

• 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 UK level 4 CISI Investment Advisor Diploma
• 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: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.