Role Overview
We are seeking a driven and self-motivated Senior Sales Associate to join a reputed and established wealth management company in Dubai, to generate and qualify meetings with ultra-high-net-worth (UHNW) and high-net-worth (HNW) individuals for the Founder. This is a high-volume outbound calling role with clear daily activity and performance targets. The ideal candidate will bring a background in bancassurance or insurance sales, with bonus points for exposure to jumbo life products.
This role is best suited for someone who thrives in a fast-paced, results-oriented environment, enjoys outbound calling, and is motivated by achieving and exceeding measurable goals.
Key Responsibilities
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Make 120-200 outbound calls per day to UHNW and HNW prospects from provided lists and referrals
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Secure 12-20 qualified meetings per month for the Founder, ensuring prospects are engaged and ready for meaningful discussions
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Conduct discovery conversations to qualify prospects based on wealth level, interest, and timing
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Manage outreach activity in CRM, ensuring accurate logging of calls, meetings, and client interactions
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Maintain compliance with UAE telemarketing regulations, including consent and do-not-call processes
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Provide daily activity reports and weekly conversion metrics (calls, connects, meetings booked, meetings held)
Requirements
Key Requirements
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Minimum of 3 years' experience in bancassurance, insurance sales, or financial services telesales
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Proven track record of meeting outbound sales targets and booking qualified meetings
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Strong communication skills and confidence in engaging HNW/UHNW clients
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Exposure to jumbo insurance products preferred
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Self-motivated, target-driven, and resilient in a high-activity environment
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Fluent in English; Arabic or additional languages are an advantage
Benefits
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Salary: AED 10,000-15,000 per month
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Career growth opportunities within a growing boutique wealth management firm