Meeting Sales Goals

• Achieve the company's goals through the team and applying the company's policy and consolidate the values of BUPA in the team

• Preparing annual vacation plans/scheduling in-house training courses for sales team

• Monitoring the agent's objective and set their goals to be achieved

• Achieve yearly sales target SME's/Individuals new & renewal according to AOP.

• Deliver performance reviews of team members, conducts disciplinary interview complete and file all necessary documents, compulsory business requirements & HR documents

• Manage Agents objectives by forecasting, scheduling, analyzing & initiating new sales initiatives according to the given KPI’s.

Sale of BUPA products

• Assuring best service, product knowledge, awareness, and completing the sales contracts through face to face communication

• Enrollment and system upload processes and Printing contracts and membership cards

• apply Auditor requirements

• Ensure that policy requirements are fulfilled, including any necessary medical examination and completion of appropriate forms

• Preparing a membership folder to be delivered to the client

• Generate new opportunities & distribute sales leads to the teaming (visit, calls & referral business and terttory management

• Authority Matrix (Sign Contract and Expiations )

• Ensure that the incumbant exhibit strong work ethics that help the team perform as per BUPA values.

Cash Flow Management

• Comparing the funds collected from the team with the sales report

• Secure sales amounts in the branch

• Ensure Premum collection in accordanceto BA credit control policy

• Deposit all sales amount on weekly basis (branch)/daily filed

People development and coaching

• Coaching employees for performance improvement and Motivate sales and quality performance of the team

• Recruiting new sales staff and Training new employees to ensure professional, performance

• Identify the needs for the team to develop it to improve selling skills

Reporting

• Send daily reports to the management team

• Meet minimum weekly sales call standards and complete all reporting, forecasting in a timely manner.

Customer experience and excellence

• Evaluates, provides feedback, monitors and motivates branch/filed sales team to provide an excellent customer experience, while improving business calls, meeting quality and performance requirements

• Resolves outlet/sales team & customers issues or submits unsettled issues to the sales, operation management & HR department for appropriate actions

• Deliver Client service level agreement and KPI's

• Interact directly with SME’s & Individual clients, Bupa operations, pricing, finance, membership, CCHI, compliance, sales quality, collection, facility & training development to ensure customer expectations are met by Bupa team and actively pursue feedback.

Legal requirements

• Ensure acceptable level of awareness in KSA, CCHI, SAMA, Bupa operation, HR, as well as sales rules & policies

• Ensuring the availability of all legitimate licenses for the branch