Sales Advisor - Life and Protection Insurance

About the role

Care Plus Insurance helps individuals and families achieve peace of mind through tailored life and protection insurance solutions. It is looking for a full-time, on-site Sales Advisor based in the Beirut Governorate, Lebanon. The advisor identifies client needs, presents suitable life and protection insurance products and guides clients through the application and onboarding process.

Key responsibilities

• Conduct client consultations and present appropriate life and protection insurance products
• Follow up on leads and guide clients through the application and onboarding process
• Maintain accurate records of client interactions
• Support clients in reviewing and adjusting their coverage over time
• Collaborate with team members and take part in training sessions
• Stay current on product offerings and industry regulations to give informed, ethical advice

Required profile

• Strong interpersonal skills and customer service ability to build trust and long-term client relationships
• Effective communication skills to explain complex insurance concepts clearly and professionally
• Solid sales capability to identify client needs, present solutions and meet performance targets responsibly
• Training-related skills to absorb product knowledge quickly and share best practices with colleagues
• Bachelor's degree in Business, Finance, Marketing or a related field preferred; equivalent professional experience will be considered

Required skills

• Beneficial: prior experience in insurance or financial services
• Beneficial: basic office and CRM software proficiency
• Beneficial: fluency in Arabic and English
• High level of integrity and accountability