Financial Planner
Metlife -
Cairo, EgyptPosted 3 months ago31Applicants for1 open position
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Job Details
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Job Description
- Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g. insurance plans, investments)
- Develop sound plans and budgets for clients
- Customize financial plans according to clients’ changing needs
- Help clients implement their plans and carry out transactions
- Present and sell suitable financial products and services
- Find and approach prospective clients
- Build strong relationships to retain existing clients
- Maintain updated knowledge of regulations, practices and financial products
Job Requirements
- Proven experience as financial planner or similar role; experience in sales or customer service is an asset
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills, with the ability to foster long-term relationships
- Valid professional license (e.g. Series 7 & 66)
- BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus