Mo Hassan Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Canada

• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs. • Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them. • Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms. • Regularly review individual business results and adjust activities as required to meet established targets. Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions

Canada

- Providing customers with trusted and expert advice on all areas of personal lines insurance.- Strive to meet or exceed sales targets by carrying out all associated selling functions including quoting new business leads and trying to win back prior customers that might have left.- Respond to all referrals and client requests in a timely matter.- Maintain accurate and thorough documentation of all communication with clients, prospects, underwriters.- Providing accurate quotes to prospects/clients and attempting to secure all lines of business.

•Reporting to Manging director.•Responsible for the planning, direction, organizing and control of sales managers and sales representatives to accomplish specific objectives.•Deliver the agreed and planned business target of the Family Takaful lines of products and services.•Develop a healthy Unit of high caliber and highly motivated agency force and in force volume as per the Company's plan on all lines of business.•Develops a business plan and sales strategy for the market that ensures attainment of company sales goals.•Assists in the development and implementation of marketing plans as needed.•Propagate and reinforce the uniqueness of the Company's products and service proposition in Takaful and its Shariah compliance.•Develop unit manager’s skills to achieve planned target.•Check submitted applications and required documents •Monitor submitted applications and issued policies cycle to assure of delivering service on time for clients.•monitor collection and renewals activities •Maintain persistency ratio of portfolio.•Maintain level of activity and productivity and track performance.•Recruits, tests, and hires Agent's and leaders based on criteria agreed upon by management.•Conducts regular coaching and counseling with agents to build motivation and selling skills.Analyze daily activity reports from leaders and Sales managers and advice for maintain sales quota

Egypt

•Reporting to Head of Sales.• Responsible for the direction, organizing and control of sales Leaders and sales representatives to accomplish specific objectives.•Deliver the agreed and planned business target of the Family Takaful lines of products and services.•Develop sales Leader's skills to achieve planned target.•Check submitted applications and required documents •Monitor submitted applications and issued policies cycle to assure of delivering service on time for clients.•monitor collection and renewals activities •Maintain persistency ratio of portfolio.•Maintain level of activity and productivity and track performance.•Recruits, tests, and hires Agent's and leaders based on criteria agreed upon by management.•Conducts regular coaching and counseling with agents to build motivation and selling skills.Analyze daily activity reports from leaders and advice for maintain sales quota

Egypt

•Reporting to Head of Sales.•Control of sales Leader and sales representatives to accomplish specific objectives.•Deliver the agreed and planned business target of the Family Takaful lines of products and services.•Develop unit Leader’s skills to achieve planned target.•Check submitted applications and required documents •Monitor submitted applications and issued policies cycle to assure of delivering service on time for clients.•monitor collection and renewals activities •Maintain level of activity and productivity and track performance.•Recruits, tests, and hires Agent's and leaders based on criteria agreed upon by management.

Egypt

•Reporting to Head of Sales.•recruit sales advisors according to agreed policies and qualifications•Train the new appointees on phone call's skills.•Provide Agents and advisors with field support.•Daily and weekly meetings with leaders to maintain sales quota •Carrying out monthly 1-2-1 reviews.•Conduct selling skills sessions for unit.•sales reports and paperwork gathered from agents •Compiling reports and discussing strategies to meet and exceed goals.•Retain existing clients from cancellation or lapse.

Egypt

•Reporting to the sales manager.•Recruiting agents.•Field support/field training for the agents.•Handling team’s problems & queries.•Prepare a monthly report showing the estimated, achieved productions and the next month forecast.•Keeping knowledge and skills as high as required for the job. •Design long term financial plans for the clients.•Identify Client's needs & solve his financial problems.

Egypt

•Reporting to the sales manager •Responsible of achieving the quartile and yearly target •Following the sales orders from entry through telephones and visits•Responds to queries from customers •Maintaining relation with clients and solving any complaints concerning the •Serve all clients and potential clients•Keeping knowledge and skills as high as required for the job

Egypt

•Reporting to the sales manager •Responsible of achieving the quartile and yearly target •Following the sales orders from entry through telephones and visits•Responds to queries from customers •Maintaining relation with clients and solving any complaints concerning the •Serve all clients and potential clients•Keeping knowledge and skills as high as required for the job

Egypt

•Reporting to the sales manager •Responsible of achieving the quartile and yearly target •Following the sales orders from entry through telephones and visits•Responds to queries from customers •Maintaining relation with clients and solving any complaints concerning the •Serve all clients and potential clients•Keeping knowledge and skills as high as required for the job

Egypt

•Reporting to the sales manager •Designing solutions for the clients according to their needs•Responsible of achieving the quartile and yearly target •Following the sales orders from entry through telephones and visits•Responds to queries from customers •Maintaining relation with clients and solving any complaints concerning the •Company service and product quality•Serve all clients and potential clients in my region according to sales plan•Keeping knowledge and skills as high as required for the job •Prepare the daily report of achievement, the new forecast and estimated budget

Bachelor'S Degree, Management

Education record

Bachelor'S Degree, Accounting