Financial Planner

MetLife Egypt · Asyut, Egypt · Posted 2026-08-04

Company Description MetLife has been serving the Middle East and North Africa 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, along with retirement planning and wealth management solutions to more than one million customers. The company is recognized for its ability to design and distribute comprehensive financial products tailored to evolving customer needs. In a constantly changing world, MetLife Egypt focuses on offering reliable guidance to help individuals and families meet their financial goals and manage life’s uncertainties.Role DescriptionThis full-time, on-site Financial Planner role is based in Asyut, Egypt. The Financial Planner will meet with clients to assess their financial situations, understand their goals, and develop personalized financial plans that may include savings, investment, insurance, and retirement strategies. The role involves analyzing financial information, explaining MetLife Egypt’s products and services, and recommending suitable solutions to help clients build and protect wealth. The Financial Planner will regularly review and adjust plans in response to changes in client circumstances or market conditions, while maintaining accurate records and complying with regulatory and company policies. The role also includes collaborating with internal teams, participating in training, and supporting business development through client acquisition and retention activities.QualificationsCandidates should possess strong communication and negotiation skills to design and implement tailored strategies for diverse client needs.Candidates should demonstrate solid knowledge of Finance and Retirement Planning to advise clients on long-term income, savings, and investment solutions.Candidates should have strong analytical, numerical, and problem-solving abilities.Candidates should demonstrate excellent communication and interpersonal skills, with the ability to explain complex financial and insurance concepts in clear, accessible language.Candidates should be able to work ethically and transparently, follow regulatory and compliance requirements, and maintain client confidentiality.A bachelor’s degree in finance, economics, business, or a related field is preferred; prior experience in financial services or insurance is an advantage.What we offerBase salary range competitive commissionsPerformance-based bonusesFull and paid trainingFast-track promotion Interested? Feel free to reach out or send a DM.

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Preparing for a Finance & Accounting role

  • Quantify everything. "Grew accounts by 40% in 8 months" beats "managed a book of accounts" by a wide margin.
  • Bring one concrete deal story per interview round — the situation, what you owned, what the outcome was.
  • For B2B / enterprise roles expect an assessment-style exercise: prospecting plan, mock discovery call, or account-planning task.
  • Fluent Egyptian Arabic + strong English is often the real filter for field / mid-market roles — call it out on your CV.

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About MetLife Egypt

Insurance

MetLife Egypt provides life, accident, and health insurance, retirement planning, and wealth management solutions to over one million customers.

What you should know

  • Egyptian Market Pioneer: Was the first life insurance company to enter the Egyptian market with a major international shareholding in 1997
  • Financial Powerhouse: Manages approximately 19.7 billion EGP in total assets in Egypt as of June 2024
  • 1M+ Egyptian Customers: Serves more than one million customers in Egypt through a network of over 3,600 medical service providers

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