Sr. Direct New Sales Executive

Al Rajhi Takaful; Riyadh; On-site; SAR 60,000 - 120,000; Full time

Job summary

Al Rajhi Takaful in Riyadh region seeks a direct sales professional to identify and convert new opportunities through consultative selling and superior client service across business channels.

You will generate leads, manage pipelines in the CRM, present tailored insurance solutions, and coordinate with underwriting and operations to close deals while ensuring regulatory compliance and a smooth client handover.

Qualifications

• Bachelor's degree in business administration or related field.
• 2–3 years of related sales experience.
• Experience with CRM systems.

Responsibilities

• Identify and generate new sales opportunities through market research lead sourcing and proactive customer outreach.
• Develop a strong pipeline of potential clients and maintain accurate updated records in the CRM system.
• Conduct initial meetings with prospects to understand their needs and present suitable insurance solutions.
• Prepare submit and follow up on quotations to ensure timely conversion and closure of new business deals.
• Collaborate with underwriting and operations teams to process new business applications smoothly and resolve any bottlenecks.
• Negotiate terms and pricing within approved guidelines to secure profitable deals.
• Ensure full compliance with Insurance Authority regulations internal policies and required documentation for all new business.
• Coordinate the onboarding and handover of newly acquired clients to the Relationship Management team as per company procedures.
• Achieve monthly quarterly and annual new business targets through consistent follow-up professional communication and high-quality service delivery CRM

Skills

Prospecting

CRM & pipeline mgmt

Negotiation

Consultative selling

Education

Bachelor's degree in business administration

Tools

CRM system

Job description

To identify engage and convert new direct sales opportunities meeting targets through consultative selling and exceptional client service across business channels

Key Activities

Responsibilities and Accountabilities

• Identify and generate new sales opportunities through market research lead sourcing and proactive customer outreach
• Develop a strong pipeline of potential clients and maintain accurate updated records in the CRM system
• Conduct initial meetings with prospects to understand their needs and present suitable insurance solutions
• Prepare submit and follow up on quotations to ensure timely conversion and closure of new business deals
• Collaborate with underwriting and operations teams to process new business applications smoothly and resolve any bottlenecks
• Negotiate terms and pricing within approved guidelines to secure profitable deals
• Ensure full compliance with Insurance Authority regulations internal policies and required documentation for all new business
• Coordinate the onboarding and handover of newly acquired clients to the Relationship Management team as per company procedures
• Achieve monthly quarterly and annual new business targets through consistent follow-up professional communication and high-quality service delivery CRM

Academic Qualifications and Experience

• Bachelor s degree in business administration, or any related field. 2-3 years of related experience.
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