Urgent opening for Telecaller with welath managment company Seguro

Seguro Insurance Brokerage; Dubai; On-site; AED 60,000 - 100,000; Full time

Job summary

A leading insurance brokerage in Dubai is seeking a motivated individual for a wealth management sales role. The successful candidate will conduct outreach to prospective clients, qualify their financial needs, and maintain accurate records. Strong communication skills and a results-driven mindset are essential for success in this fast-paced environment.

Qualifications

• Strong verbal and written communication skills in English.
• Results-oriented mindset with a track record of meeting sales targets.
• Ability to work independently and as part of a team.

Responsibilities

• Conduct outbound calls to prospective clients to introduce services.
• Qualify potential clients by assessing their financial needs.
• Maintain detailed records of client interactions.

Skills

Communication

Persuasion

Customer Service

Job description

Job Responsibilities

• Conduct outbound calls to prospective clients to introduce wealth management services and generate leads.
• Qualify potential clients by assessing their financial needs and investment goals through effective questioning techniques.
• Maintain detailed records of client interactions and update the CRM system to ensure accurate tracking of leads.
• Collaborate with financial advisors to arrange follow-up meetings and facilitate a smooth transition for potential clients.
• Stay informed about market trends and financial products to provide knowledgeable responses to client inquiries.
• Deliver exceptional customer service by addressing client questions and concerns promptly and professionally.
• Utilize persuasive communication skills to build rapport with clients and encourage them to engage in wealth management services.

Desired Candidate Profile

• Strong verbal and written communication skills in English are mandatory; knowledge of additional languages is an advantage.
• A results-oriented mindset with a proven track record of meeting or exceeding sales targets will set candidates apart.
• Demonstrated ability to work independently and as part of a team to achieve common goals in a fast-paced environment.