Sr. Direct New Sales Executive

Al Rajhi Takaful; Riyadh; On-site; SAR 60,000 - 90,000; Full time

Job summary

Al Rajhi Takaful is seeking a results-driven sales professional in Riyadh to identify new opportunities, build a robust client pipeline, and conduct initial meetings to tailor insurance solutions. You will prepare quotes, coordinate with underwriting, and ensure timely conversions while adhering to regulatory requirements.

Responsibilities include maintaining CRM records, negotiating profitable terms, and coordinating onboarding for new clients, with a focus on hitting monthly and quarterly

Qualifications

• 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.

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.

Skills

Market research

Lead sourcing

CRM

Sales presentations

Negotiation

Education

Bachelor's degree in business administration

Tools

CRM system

Job description

Key Activities

• 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

Academic Qualifications and Experience

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