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Hybrid Sales Agent – Life Insurance

Fidelity Insurance · Jal El Dib

New
Hybrid 🇬🇧 English
CRM systems

Job description

About the role

The Hybrid Sales Agent – Life Insurance works full‑time from our Jal El Dib office with flexible work‑from‑home options. You will prospect new and existing clients, deliver personalized life‑insurance consultations, and propose solutions that match each client’s financial goals.

Key responsibilities

  • Meet clients in person and virtually to explain policy options and coverage details.
  • Prepare proposals, quotations, and guide customers through application and underwriting processes.
  • Follow up with policyholders, handle servicing requests, and ensure accurate documentation and compliance.
  • Participate in product and skills training, stay updated on regulations and market trends, and contribute to sales targets.

Required profile

  • Strong verbal and written communication skills.
  • Proven customer‑service orientation with empathy and responsiveness.
  • Demonstrated sales abilities, including prospecting, negotiation, and closing, preferably in financial services.
  • Goal‑oriented mindset, organized, detail‑oriented, and able to manage multiple client cases.

Required skills

  • Proficiency with basic digital tools such as email, CRM systems, and video‑conferencing platforms.
  • Ability to accurately enter and manage data.

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec Fidelity Insurance.
Cliquez sur "Postuler maintenant" en haut de la page. Vous pouvez importer votre CV en 1 clic — Jobiglo extrait automatiquement vos informations et postule pour vous.

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Published 2 hours ago

Expires 1 month from now

7 views · 0 interested

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Fidelity Insurance

Jal El Dib