Financial Advisor

About the role

Fidelity Insurance is seeking a full‑time Financial Advisor to join its team in Jal El Dib. The role offers a hybrid work arrangement, allowing you to combine office presence with remote work while delivering personalized financial and insurance advice to our clients.

Key responsibilities

• Conduct one‑to‑one meetings with clients to assess their financial needs and risk exposures.
• Develop and present tailored financial and insurance plans, covering investments, retirement, and protection solutions.
• Maintain long‑term client relationships, handling policy updates, renewals, and follow‑up communications.
• Collaborate with internal teams to stay informed on market trends, product offerings, and regulatory requirements.
• Ensure all client interactions comply with company standards and industry regulations.

Required profile

• University degree or equivalent qualification.
• Minimum of 4 years of professional experience in financial advisory or insurance sales.
• Excellent communication and interpersonal abilities.
• Growth mindset with a strong willingness to learn and succeed.

Required skills

• Client relationship management.
• Financial needs analysis.
• Knowledge of insurance products and investment options.
• Regulatory compliance awareness.