New Business Consultant

We are seeking an experienced professional with a strong background in managing HNI/UHNI clients (High Value Life Insurance clients). The ideal candidate should have a solid understanding of multiple lines of insurance—including medical, general, and life—and prior experience within the HNI/UHNI client segment. Knowledge of DIFC regulations will be considered a strong advantage. Should have strong communication skills and technical knowledge.

Candidates should have 5–8+ years of relevant experience, along with strong educational qualifications and industry certifications.

Key Responsibilities

New Business

• Prepare illustrations and explain product offerings, guiding advisors/clients on suitable plan options.
• Coordinate and arrange medical examinations for clients.
• Liaise with medical centers to schedule appointments and obtain medical reports.
• Provide complete application sets and supplementary forms.
• Support Advisors/Relationship Managers in completing application forms and required documentation.
• Conduct product and process training for Associates.

Back-Office Support

• Ensure accurate uploading of new business application documents on internal portals.
• Prepare and maintain business reports.
• Submit complete applications to insurance carriers.
• Coordinate with providers until final offers are issued.
• Communicate with Advisors on outstanding requirements and follow up on premium completion.
• Procure and upload policy documents, and prepare cover letters for Advisor handover.

Salary Range: AED 7,000 – AED9,000