Life Agent
Fidelity Insurance · Jal El Dib
وصف الوظيفة
About the role
Fidelity Insurance, established in 1967, offers a broad range of insurance products for corporate and retail clients and is supported by highly rated reinsurance partners. The Life Agent position is full-time and hybrid, based in Jal El Dib with some flexibility for working from home. The agent identifies and engages prospective clients, recommends life insurance solutions tailored to individual and corporate risk profiles, and guides clients through application, underwriting and policy issuance.
Key responsibilities
- Identify and engage prospective clients, conduct needs assessments and recommend life insurance solutions.
- Explain policy features, benefits and options, and prepare quotations.
- Guide clients through application, underwriting and policy issuance processes.
- Maintain ongoing relationships with policyholders, provide post-sale service, handle inquiries and support claims-related guidance.
- Meet sales targets, take part in training and coaching programs, stay up to date on products and regulations, and collaborate with internal teams.
Required profile
- Strong insurance domain expertise, including insurance sales and brokerage, with a solid understanding of life insurance products.
- Foundational knowledge of finance to explain premiums, benefits and long-term financial planning.
- Excellent customer service skills, with proven ability to work toward sales goals, manage a client portfolio and keep organized records and follow-ups.
- Bachelor's degree in Business, Finance, Insurance or a related field preferred; relevant insurance certifications are a plus.
- Previous experience as a life agent or in a similar insurance advisory role is beneficial.
Required skills
- Strong verbal and written communication in English; additional languages are an advantage.
- Comfort with hybrid work, including in-office presence in Jal El Dib and effective remote collaboration.
Questions fréquentes
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