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Financial Advisor – Life & Insurance Consultant

Fidelity Insurance · Jal El Dib

Hybrid Mid 🇬🇧 English

Job description

About the role

This full‑time Financial Advisor position is based in Jal El Dib and offers a hybrid work arrangement with some work‑from‑home flexibility. You will provide one‑to‑one financial and insurance consultation, helping clients select products that match their financial goals and risk exposure.

Key responsibilities

  • Conduct client meetings to assess financial needs and risk profiles.
  • Develop tailored financial and insurance plans, including investment, retirement, and protection solutions.
  • Maintain long‑term client relationships and follow up on policy updates and renewals.
  • Collaborate with internal teams to ensure seamless service delivery.
  • Stay informed on market trends, product offerings, and regulatory requirements.

Required profile

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

Questions fréquentes

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Published 1 week ago

Expires 1 month from now

21 views · 0 interested

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Fidelity Insurance

Jal El Dib