Financial Services Consultant
Financial Services Consultant
metlife egypt- Posted 20 hours ago
- Be among the first 10 applicants
Job Description
Company Description MetLife has been serving the region for nearly 65 years, including over 23 years in Egypt, providing smart financial solutions for everyday needs. As the first life insurance company to enter the Egyptian market, MetLife Egypt offers life, accident, and health insurance, retirement planning, and wealth management solutions to more than one million customers. The company is recognized for its strong capabilities in designing and distributing comprehensive insurance plans and financial services. MetLife Egypt is committed to offering reliable guidance that helps individuals and businesses meet their financial goals and navigate a changing world.
Role Description The Financial Services Consultant is a full-time, on-site role based in Cairo. In this position, the consultant will meet with prospective and existing clients to understand their financial needs and recommend suitable insurance and wealth management solutions. Daily responsibilities include analyzing client portfolios, preparing financial proposals, and explaining MetLife products and services in a clear and accessible manner. The role involves maintaining long-term client relationships, following up on policy inquiries, and ensuring a high standard of customer service. The consultant will also collaborate with internal teams, stay informed about market trends and regulatory changes, and participate in sales and training activities to achieve individual and team targets.
Qualifications
Role Description The Financial Services Consultant is a full-time, on-site role based in Cairo. In this position, the consultant will meet with prospective and existing clients to understand their financial needs and recommend suitable insurance and wealth management solutions. Daily responsibilities include analyzing client portfolios, preparing financial proposals, and explaining MetLife products and services in a clear and accessible manner. The role involves maintaining long-term client relationships, following up on policy inquiries, and ensuring a high standard of customer service. The consultant will also collaborate with internal teams, stay informed about market trends and regulatory changes, and participate in sales and training activities to achieve individual and team targets.
Qualifications
- Strong foundation in Finance and Financial Services, with the ability to interpret financial data and recommend appropriate solutions.
- Proficient Analytical Skills to assess client needs, evaluate risk, and develop tailored financial strategies.
- Consulting skills to conduct needs assessments, advise clients on options, and build trust-based professional relationships.
- Excellent Communication skills, including clear presentation, active listening, and client-focused dialogue in English and Arabic.
- Bachelor's degree in Finance, Business, Economics, or a related field is preferred.
- Experience in insurance, banking, or financial advisory roles is an advantage.
- Ability to work in a target-driven environment with strong organizational and time-management skills.
- High ethical standards, customer-centric mindset, and commitment to continuous learning and professional development.
