MI
Insurance Agent
MetLife Investment ManagementCompany Description MetLife Investment Management (MIM) serves institutional investors, consultants, and intermediaries worldwide, combining deep specialist expertise with the strength and scale of a global platform. Managing approximately $736 billion in assets under management, MIM focuses on delivering thoughtful, tailored portfolios rather than standardized offerings. Its long history of managing assets, including MetLife’s own balance sheet, underpins a disciplined approach to risk management and portfolio construction. By integrating specialist knowledge, local market insight, and institutional capabilities, MIM aims to provide differentiated, risk-aware investment solutions for its clients.
Role Description This is a full-time Insurance Agent role based in Heliopolis with a hybrid work arrangement, allowing some work from home. The Insurance Agent will identify and engage prospective clients, assess their insurance and financial protection needs, and recommend appropriate products and solutions. Day-to-day responsibilities include conducting consultations, preparing quotes, explaining policy terms and coverage options, and guiding clients through application and underwriting processes. The role also involves maintaining ongoing client relationships, handling inquiries and policy updates, and coordinating with internal teams and brokerage partners to ensure accurate policy placement. The Insurance Agent is expected to meet sales and service targets while adhering to regulatory requirements and company policies.
Qualifications
Role Description This is a full-time Insurance Agent role based in Heliopolis with a hybrid work arrangement, allowing some work from home. The Insurance Agent will identify and engage prospective clients, assess their insurance and financial protection needs, and recommend appropriate products and solutions. Day-to-day responsibilities include conducting consultations, preparing quotes, explaining policy terms and coverage options, and guiding clients through application and underwriting processes. The role also involves maintaining ongoing client relationships, handling inquiries and policy updates, and coordinating with internal teams and brokerage partners to ensure accurate policy placement. The Insurance Agent is expected to meet sales and service targets while adhering to regulatory requirements and company policies.
Qualifications
- Demonstrated skills in Insurance Sales and Insurance, with the ability to match products to client needs.
- Experience in Insurance Brokerage, including working with multiple carriers and product lines.
- Foundational knowledge of Finance to explain product features, pricing, and long-term value.
- Strong Customer Service skills, with a focus on clear communication, empathy, and follow-through.
- Proven ability to work in a hybrid environment, managing time effectively between office and remote work.
- Excellent verbal and written communication skills in en_US and strong interpersonal abilities.
- Comfort using CRM systems, digital tools, and productivity software to manage client pipelines and documentation.
- Bachelor’s degree in Business, Finance, Economics, or a related field is preferred; relevant industry certifications are a plus.
- Prior experience in insurance or financial services, and familiarity with local regulatory requirements, is beneficial.