Company Description Fidelity Insurance, established in 1967, offers a broad range of accessible insurance products tailored to the needs of both corporate and retail clients. The company maintains strong financial health, meets all legal and regulatory requirements, and is supported by highly rated reinsurance partners and trusted service providers. Fidelity is driven by a team of experienced professionals who uphold high quality standards, integrity, respect, and a friendly, dynamic culture. Customers are served by one of the largest and most diversified professional sales forces in the country, focused on providing expert consultation and simplifying insurance procedures. By recognizing that one size does not fit all, Fidelity designs customized insurance programs that address each customer’s specific exposures and needs.
Role Description The Life Agent role at Fidelity Insurance is a full-time hybrid position based in Jal El Dib, with some flexibility for work from home. The Life Agent will identify and engage prospective clients, conduct needs assessments, and recommend appropriate life insurance solutions tailored to individual and corporate risk profiles. This role involves explaining policy features, benefits, and options, preparing quotations, and guiding clients through application, underwriting, and policy issuance processes. The Life Agent will maintain ongoing relationships with policyholders, provide post-sale service, handle inquiries, and support claims-related guidance to ensure a positive customer experience. Daily activities include meeting sales targets, participating in training and coaching programs, staying current on product offerings and regulatory changes, and collaborating with internal teams to deliver high-quality service.
Qualifications
* Strong insurance domain expertise, including Insurance Sales and Insurance Brokerage skills, with a solid understanding of life Insurance products.
* Foundational knowledge in Finance to explain premiums, benefits, and long-term financial planning associated with life insurance solutions.
* Excellent Customer Service skills, with the ability to build trust, communicate clearly, and provide empathetic, solution-focused support.
* Proven ability to work toward sales goals, manage a personal portfolio of clients, and maintain organized records and follow-ups.
* Strong verbal and written communication skills in en_US; additional language proficiency is an advantage.
* Comfort with hybrid work arrangements, including in-office presence in Jal El Dib and effective remote collaboration.
* Bachelor’s degree in Business, Finance, Insurance, or a related field is preferred; relevant certifications in insurance are a plus.
* Previous experience as a life agent or in a similar insurance advisory role is beneficial, along with a commitment to ongoing professional development.
