Company Description The company is a growing insurance provider committed to delivering reliable protection and long-term financial security to individuals and businesses. It offers a broad portfolio of insurance and investment solutions designed to help clients safeguard assets and plan for the future. The organization emphasizes ethical practices, personalized service, and sustainable growth. Team members are encouraged to develop professionally while contributing to a collaborative and client-focused culture.
Role Description The Insurance Financial Advisor is a full-time, on-site role based in Beirut. This role involves meeting with clients to assess their financial needs, explaining insurance products and investment options, and developing tailored financial and retirement plans. The advisor will prepare proposals, conduct regular portfolio reviews, and provide ongoing guidance to help clients achieve their financial goals. Daily responsibilities include analyzing market trends, ensuring compliance with regulatory requirements, maintaining accurate client records, and coordinating with internal teams to deliver a high level of service. The role also includes participating in outreach activities to expand the client base and strengthen long-term relationships.
Qualifications
