Senior Financial Consultant (Insurance Sales Agent)
Gulf Insurance Group
Total years of experience :3 years, 7 Months
(Gulf Insurance Group) gig
Cairo, Egypt
December 2011 - April 2013
Senior Financial Consultant (Insurance Sales Agent)
As an Insurance sales agent, I act as an intermediary between Egyptian Takaful-Life and insurance buyers,
Including individuals and business. My basic role is to advise customers on the insurance policies that best suit their
needs. During the period working for Egyptian Takaful Life, I was able
Duties and responsibilities include: • Prospecting for potential clients
• Seeking out and presenting insurance quotes to new clients
• Respond to leads and obtain quotes promptly
• Probing to identify client needs during sales presentation
• Cross selling and account rounding of existing clients
• Demonstrate the ability to gather, submit detailed business information for underwriting, pricing, and presentation of solutions to identified prospects' business problems.
• Usage of computer programs to maintain records, prepare reports, and quote new policies on regular basis
• Perform regular checkup on accounts and policies are correctly credited for all premiums collected
• Manage incoming phone calls to service existing client accounts
As an Insurance sales agent, I act as an intermediary between Gulf Insurance and insurance buyers,
Including individuals and business. My basic role is to advise customers on the insurance policies that best suit their
needs.
• Record premium and commission to reconcile revenue
Mobinil - Cairo, Egypt
September 2010 - April 2011
Corporate Customer Service Representative
Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.
Duties and responsibilities include: • Have knowledge of product line, prices, various marketing promotional services, and similar data, as required.
• Ensure that customers are assisted properly and that all their questions and concerns are addressed
• Aid customers in determining what kind of services would optimally fulfill their needs.
• Record transactions and keep the main database up to date with current information.
• handle problem customers
Zein Exhibition - Cairo, Egypt (Training)
May 2010 - September 2010
Marketing Executive
As a marketing executive, I was involved in developing marketing campaigns to promote the company's
products and services. My role included planning, advertising, organizing events, and public relations.
My duties and responsibilities also included: • Liaising and networking with a range of stake holders including customers, colleagues, suppliers and partner organization.
• Communication with target audiences and managing customer relationship.
• Sourcing advertising opportunities and placing adverts.
• Managing the production of marketing materials, including leaflets, posters, flyers, newsletter, and e- newsletters.
• Liaising with designers and printer-shops
• Organizing photo shoots.
• Arranging for the effective distribution of marketing materials.
• Maintaining and updating customer database.
• Organizing and attending events such as conferences, seminars, receptions and exhibitions
• Evaluating marketing campaigns.
• Supporting the marketing manager and other colleagues.
Bavarian Auto Group - Cairo, Egypt (Training)
January 2010 - April 2010
Marketing Coordinator
Working as a marketing coordinator was very helpful and provided me with great knowledge in the field. As a
marketing coordinator professional I was expected to assist with and deliver marketing information in a timely
manner on behalf of the marketing department.
I also assisted the marketing team with various tasks such as: • Customer satisfaction analysis
• Developing Sales programs
• Product and service programs development
• Keeps promotional materials ready by coordinating requirements with graphics department;
inventorying stock; placing orders; verifying receipt
• Supports sales staff by providing sales data, market trends, forecasts, account analyses, new product
information; relaying customer services requests
• Monitors budgets by comparing and analyzing actual results with plans and forecasts
Egypt Air - Cairo, Egypt (Training)
June 2006 - February 2007
Sales Representative
Part of my role was: • Responsible for sourcing and developing client relationships and referrals.
• Complete understanding of pricing and proposal models.
• Develops a database of qualified leads through referrals, telephone canvassing, face to face cold calling on business owners, direct mail, email, and networking.
• Maintains accurate records of all sales and prospecting activities including sales calls, presentations,
closed sales, and follow-up activities within their assigned areas.
SKILLS
Eton University and Notting hill college Marketing Management Diploma
Modern Academy Business Administration - Management Major August 2009