Insurance Financial Advisor
Fidelity Insurance · Jal El Dib
Job description
About the role
Fidelity Insurance, established in 1967, offers a wide range of insurance products for corporate and retail clients and provides expert, customized advice. It is hiring a full-time Financial Advisor in Jal El Dib with a hybrid arrangement allowing some work from home. The advisor gives one-to-one financial and insurance consultation, helping clients choose products that fit their financial goals and risk exposures.
Key responsibilities
- Conduct client meetings and assess their financial needs
- Prepare tailored financial and insurance plans covering investments, retirement planning and protection solutions
- Maintain long-term client relationships and follow up on policy updates and renewals
- Ensure clients experience clear, streamlined procedures
- Collaborate with internal teams and stay current on market trends and product offerings
- Adhere to regulatory and company standards
Required profile
- University degree or equivalent
- 4+ years of professional experience
- Excellent communication and interpersonal skills
- Growth mindset and strong willingness to learn and succeed
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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