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Insurance and Pension Advisor (m/f) 80-100%

Groupe Mutuel

Employment type
Full-time
Location
Yverdon-les-Bains
First posted
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YOUR MISSION ### • You advise clients with professionalism in the areas of health insurance, life insurance, wealth management, and solutions for companies • Through cross-selling and upselling, you develop trusting relationships and contribute to strengthening their loyalty • The acquisition of new clients, whether from internal initiatives or recommendations, is an integral part of your daily routine • You organize and conduct appointments, whether by telephone or in person, with rigor and a sense of contact • You also ensure administrative follow-up: preparation of offers, management of appointments, and other related tasks, always with precision Your qualities #### • Customer service and sales are your playground: you know how to listen, understand, and propose the most suitable solutions • Your professional network is a real asset that you activate naturally to create opportunities • Flexibility does not scare you - you appreciate the freedom of organization and autonomy in your schedule • Additional knowledge of foreign languages would be the icing on the cake Your training #### • You have completed basic training • You hold the "AFA insurance intermediary" certificate, required to perform this function. Any application not possessing this certification will not be considered To join us #### • Share your experience with us with your CV • Provide an extract from the criminal record (3 months) and an extract from the debt enforcement register (3 months) Function: Insurance and Pension Advisor N01

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Posted 4 weeks ago

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