Company Description MetLife has been serving the Middle East region for nearly 65 years and has operated in Egypt for over 23 years, 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, along with retirement planning and wealth management solutions to more than one million customers. The company is recognized for its strong distribution capabilities and diverse portfolio of insurance plans and financial services. MetLife Egypt is committed to offering reliable guidance that helps individuals and businesses meet their goals and navigate changing life circumstances.
Role Description The Insurance Financial Advisor is a full-time, hybrid role based in Cairo, Egypt, with flexibility for some work-from-home arrangements. In this role, the advisor provides clients with insurance and financial guidance, including assessing needs, recommending life, accident, and health insurance products, and developing tailored retirement and investment plans. Day-to-day responsibilities include meeting with clients, analyzing their financial situation, presenting suitable solutions, and supporting policy issuance and follow-up. The advisor collaborates with internal teams to ensure accurate documentation, compliance with company and regulatory standards, and timely service delivery. The role also involves ongoing client relationship management, periodic portfolio reviews, and staying current with market trends and MetLife product offerings.
Qualifications
- Strong foundation in Finance and Insurance, with the ability to explain complex concepts in clear, accessible language.
- Experience in Financial Planning and Retirement Planning, including assessing client needs and designing long-term strategies.
- Knowledge of Investments and related financial instruments, with skills in evaluating risk and return for clients portfolios.
- Excellent communication, interpersonal, and negotiation skills, with a customer-focused and ethical approach.
- Ability to work in a hybrid environment, manage time effectively, and maintain accurate records and documentation.
- Bachelor's degree in Finance, Business, Economics, or a related field; relevant certifications in insurance or financial advisory are an advantage.
- Prior experience in insurance, banking, or financial services in Egypt is preferred, along with familiarity with local regulations.
