Insurance and Pension Advisor (m/f) 80-100%
- Employment type
- Full-time
- Location
- Martigny
- First posted
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 up-selling, 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 life
• 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 naturally activate to create opportunities
• Flexibility does not scare you - you appreciate the freedom of organization and autonomy in your planning
• 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 collection register (3 months)
Function: Insurance and Pension Advisor N02
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Posted 1 week ago