Sales Agent

About the role

The Sales Agent at Fidelity Insurance will work on‑site in Beirut, engaging both prospective and existing clients to understand their insurance needs and propose tailored solutions. This full‑time position is part of a dynamic sales force that values integrity, customer focus and continuous learning.

Key responsibilities

• Generate, qualify and follow up on leads through phone calls, meetings and field visits.
• Conduct one‑to‑one consultations, explain policy terms, coverage options and the claims process.
• Maintain accurate records of client interactions in the CRM system.
• Collaborate with internal underwriting and administration teams to ensure smooth policy issuance.
• Participate in regular training and coaching sessions to improve product knowledge and sales techniques.

Required profile

• Strong communication and customer‑service abilities, with fluency in English and Arabic.
• Proven experience in financial services or insurance sales, preferably in a client‑facing role.
• Ability to work on‑site in Beirut, manage a field‑based schedule and travel locally as needed.
• Organizational attention to detail and proficiency with standard office tools.
• Bachelor’s degree in Business, Finance, Marketing or related field, or equivalent practical experience.

Required skills

• CRM software proficiency.