New Business Consultant

2 weeks ago


Dubai, Dubai, United Arab Emirates CPME Consulting Full time 7,000 - 9,000 per year

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



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