Company Description Fidelity Insurance, established in 1967, offers a broad range of insurance products tailored to the needs of both corporate clients and individual customers. The company maintains strong financial stability, supported by highly rated reinsurance partners and reputable administrators and providers. Fidelity is driven by a team of experienced professionals who operate with integrity, respect, and a culture of friendliness and dynamism. Customers benefit from one of the largest and most diversified professional sales forces in the country, focused on providing clear consultation and simplifying insurance processes. With a commitment to customized solutions, Fidelity designs programs that go beyond standard policies to address each customer’s specific risk exposure.
Role Description The Life Insurance Specialist is a full-time role based in Jal El Dib with a hybrid work arrangement, allowing some work from home. This role involves meeting with prospective and existing clients to assess their life insurance needs, explaining policy options, and recommending tailored solutions. The Life Insurance Specialist will prepare proposals, handle applications, follow up on underwriting requirements, and support clients throughout the policy lifecycle. Daily responsibilities include managing a client portfolio, maintaining accurate records, collaborating with internal teams to ensure smooth policy issuance and servicing, and staying informed on product updates, market trends, and regulatory changes. The role also requires proactive outreach, participation in sales campaigns, and consistent delivery of high-quality customer service.
Qualifications
- * Strong skills and experience in Insurance Sales and general Sales, with a proven ability to meet targets and build long-term client relationships.
- Solid knowledge of Insurance and Life Insurance products, with the ability to explain coverage, benefits, and terms clearly.
- Background in Finance or financial services, with the ability to understand clients’ financial situations and recommend suitable solutions.
- Excellent Customer Service skills, including active listening, clear communication, and effective problem-solving.
- Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent professional experience.
- Ability to work effectively in a hybrid environment in Jal El Dib, managing time and priorities both in-office and from home.
- Strong organizational skills, attention to detail, and proficiency in standard office and CRM software.
- Ethical, client-focused mindset with commitment to continuous learning and professional development.