NANCY MOUNIR NASSIM

Leading global insurance company providing a range of financial and life insurance products.

• Led and supervised a team of insurance consultants across 3 major banking channels (HSBC, Crédit Agricole, Bank Misr) for over 2 years, consistently achieving new sales records with a gross increase of at least 20%.
• Developed and executed strategic sales plans to enhance business performance, customer acquisition, and market presence.
• Conducted competitor analysis and market research to identify new growth opportunities and adjust positioning accordingly.
• Delivered ongoing coaching, training, and performance assessments to optimize team productivity and maintain high engagement.
• Ensured full compliance with insurance regulations, industry ethics, and company policies across all operations.
• Collaborated with cross-functional and national teams to align business objectives, improve workflows, and increase overall efficiency.

• Oversaw multiple branch operations, with a special focus on key banking partners including HSBC.
• Achieved a major sales breakthrough at HSBC, increasing production volume from EGP 400K to over EGP 1.4M — breaking the 1M barrier three consecutive times.
• Contributed to strategic sales planning and daily operations while directly supporting the Area Manager.
• Managed high-value client portfolios, providing tailored financial solutions based on in-depth risk analysis and client profiling.
• Mentored junior advisors on sales strategy, policy structuring, and customer engagement techniques.
• Led accurate financial reporting efforts while ensuring full compliance with industry regulations and company policies.

• Provided clients with tailored insurance and financial protection solutions, building trust and long-term relationships.
• Implemented targeted sales strategies that increased the customer base and improved policy conversion rates.
• Leveraged market data and statistical insights to enhance policy recommendations and client engagement.
• Delivered accurate financial reports aligned with corporate and regulatory standards.
• Overcame significant market challenges during the COVID-19 crisis and its aftermath in 2021, consistently meeting monthly targets and achieving year-over-year sales growth.
• Played a key role in spreading financial awareness and educating clients about protection solutions throughout the pandemic.

• Educated prospective and existing clients on insurance plans, policy features, and long-term financial benefits.
• Built and maintained strong client relationships through consultative selling and consistent follow-up.
• Negotiated policy terms and handled client objections while ensuring full compliance with insurance regulations and ethical standards.
• Contributed to business development efforts through lead generation, client referrals, and product cross-selling.
• Demonstrated consistent performance, laying the foundation for future promotion to senior advisory roles.

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