Company Description Fidelity Insurance, established in 1967, offers a broad portfolio of accessible insurance products tailored to the needs of both corporate and retail clients. The company maintains strong financial stability, backed by highly rated reinsurance partners and reputable administrators and providers. Fidelity is guided by a team of experienced professionals who uphold high quality standards, integrity, respect, and a dynamic, friendly culture. Customers benefit from one of the largest and most diversified sales forces in the market, focused on providing expert consultation and simplifying insurance procedures. By emphasizing customized programs rather than one-size-fits-all policies, Fidelity delivers solutions that closely align with clients’ specific risks and exposures.
Role Description The Sales Agent - Life Insurance Consultant is a full-time, hybrid role based in Jal El Dib, with flexibility for some work-from-home arrangements. In this position, the consultant will prospect and engage potential clients, conduct needs assessments, and present tailored life insurance solutions that address individual and corporate risk exposures. The role includes advising clients on coverage options, preparing and explaining proposals, supporting the completion of applications, and ensuring a smooth onboarding process. The consultant will maintain ongoing relationships with policyholders, provide post-sales service, and assist clients with claims-related inquiries and policy updates. Additional responsibilities include participating in training and coaching sessions, maintaining accurate records in CRM tools, and collaborating with the broader sales team to achieve individual and team targets while upholding Fidelity’s service standards.
Qualifications
- * Candidates should possess strong Communication skills, including the ability to explain complex information clearly and build trust with diverse clients.
- Candidates should possess Customer Service skills, with a focus on responsive support, problem-solving, and client relationship management.
- Candidates should possess Sales skills, including prospecting, negotiation, closing, and meeting or exceeding performance targets.
- Candidates should possess Insurance knowledge, preferably in life insurance products, underwriting basics, and regulatory or compliance requirements.
- Candidates should possess Training-related abilities, such as openness to continuous learning, applying coaching feedback, and sharing best practices with peers.
- Relevant qualifications include prior experience in financial services or insurance sales, familiarity with CRM systems, and strong organizational and time-management skills.
- A bachelor’s degree in Business, Finance, Marketing, or a related field is preferred but not mandatory; equivalent professional experience is also valued.
- Ability to work in a hybrid environment based in Jal El Dib, demonstrating reliability, self-motivation, and accountability for results.
