Hybrid Sales Agent – Life Insurance
Fidelity Insurance · Jal El Dib
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.
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Published 1 hour ago
Expires 1 month from now
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Fidelity Insurance
Jal El Dib