Insurance Specialist

Website Citibank – Al Wasl Branch

Job Details


Qualification  MBA or Business Degree holder
Industry  Private
Employment Type  Full Time
Work Hours  8 Hours
Salary  AED 6500 To AED 9000 Per Month

Key Responsibilities:

  • Support the Relationship Managers and Personal Bankers in evaluating customers’ needs and providing solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation, and endowment planning.
  • Design and recommend strategies to meet the objectives of the customers.
  • Work closely with the Relationship Managers to identify opportunities, coach them on insurance concepts and products, generate a warm insurance sales pipeline to follow through until sales closure, and interact effectively with HNWI (CG/CPC) customers to offer service/upsell/cross-sell insurance policies
  • Call customers to create a warm insurance sales pipeline, meet customers independently, and follow up until sales closure
  • Working with Insurance Product Head to design and roll our strategies and new insurance products and client offers as required
  • Working with the insurance product team and the respective insurer to roll out micro-marketing events
  • The role requires responsibility to achieve insurance revenue as per the business plan
  • The role will be eligible for bank approved Variable Compensation Plan


  • Knowledge of insurance products and the overall investment process
  • Comprehensive knowledge of Insurance + investment management + current market / economic/financial trends and analyses
  • At least 3-5 years of experience in selling life Insurance products in the UAE
  • Wealth management experience, with a sales and product background.
  • Familiar with financial planning concepts


  • Good interpersonal and communication skills
  • Exhibit strong interpersonal skills and be a good team player
  • Strong analytical/problem-solving skills/quantitative skills
  • Excellent presentation and computer skills
  • Excellent verbal and written communication skills in English – good verbal communication in Arabic would be an advantage but is not essential to this role.


  • MBA or Business Degree holder
  • Relevant certificates Insurance related are preferred.


  • Good team player with the ability to manage teams, and influence and convince people.
  • Proven track record of developing and building client relationships
  • Highly customer oriented
  • Positive/can-do attitude. Highly motivated and results-oriented team player.
  • Strong attention to detail.

To apply for this job please visit