Senior Officer – Field Sales

Senior Officer – Field Sales

Job Overview

Follow set KPI’s by team leader for number of calls, visits and proposals.
Plan and execute the field sales activities to achieve set target in line with AOP.
Search for new leads by different sources (Net – calls – territory Management – Referrals – CRM … etc)
Ensure submitting the quotation within department KPI’s (72 hours).
Ensure high standard written correspondences in Arabic & English
Ensure daily and weekly update for the month forecasting & send it on weekly bases
Update the forecast on CRM
Fulfill Renewal book target
Track all sales stages from identification of prospect, calls, meetings, follow ups, pricing and agreement signature, relation
Handling inbound & outbound calls
Maintain awareness of market trends and competitors’ practices and pass on the intelligence to the retail sales management
Ensure that the incumbent exhibits strong work ethics that help the team perform as per BUPA values
Ensure premium collection according to Finance policy
Ensure Premium collection in accordance to BA credit control policy
Achieving 100 % of Outstanding collection
Ensure that the daily sales report is sent to the Team Leader
Ensure that a monthly report of all the accounts that have been won & also the accounts that have been lost.
Maintain awareness of market trends and competitors move
Meet minimum weekly sales call standards and complete all reporting, forecasting in a timely manner
Ensure that the customer is completely satisfied during the interaction.
Follow up on customer query & request which requires interaction with other departments (Membership – Customer Service – Pre-Auth – Claim – Finance …etc)
Ensure monthly visit or when needed to build good relation with the client & apply the loyalty program
Comply with all regulatory requirements of SAMA & CCHI to mitigate any compliance


Bachelor’s degree in any relevant major.
Fresh graduate up to 5 years of experience in sales or any relevant function.
Ability to conduct business in English language.
Ability to work under pressure.
Strong communication skills.

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