financial planner (remotely)

؜ - ؜القاهرة ؜ -

تفاصيل الوظيفة


  • Networking with prospective clients and identify client needs through Fact finding.

  • Register clients through the company's platform (Omni channel).

  • Determine a suitable insurance policy for each client.

  • Complete end to end the application cycle, then the policy issuance till delivery cycle.

  • Oversee the operation requests till completion.

  • Increase client's portfolio and maintain expansion.

  • Contact potential customers and conduct sales meetings.


  • Advance product knowledge through online training platform.




  • Bachelor's degree in any field.



  • Sales experience is preferable.

  • Fresh graduates are welcome to apply.

  • Insurance Knowledge is preferable.

  • Excellent computer skills.

  • High organizational and planning skills.

  • Ability to handle customers.

  • Strong interpersonal and communication skills.

  • Target oriented.


شركة مصر لتأمينات الحياة تعتبر أكبر شركة متخصصة في تأمينات الأشخاص في مصر
والمنطقة العربية والأفريقية، وهي نتاج دمج كافة أنشطة تأمينات الحياة لأكبر
وأقدم شركات المملوكة للدولة في جمهورية مصر العربية (مصر، الشرق، الأهلية،
المصرية لإعادة التأمين) في كيان واحد وهو شركة مصر لتأمينات الحياة.

ملخص الوظيفة

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