Conseiller/conseillère en prévoyance et en finance (f/h/d) avec expérience professionnelle – Agence générale Genève Rive Droite

Stellenbeschreibung

Join our financial advisory team to help clients build their future! Enjoy a supportive work environment with growth opportunities. Tasks Maintain and nurture existing client relationships effectively. Systematically acquire new clients through market prospecting. Provide comprehensive advice in finance and insurance sectors. Skills Proven sales experience in insurance and finance is essential. Strong sales and advisory skills are crucial for success. Motivated, goal-oriented, and sociable with a resilient spirit. Your area of responsibility Monitoring and maintaining relationships with existing clients Acquisition of new clients through systematic market prospecting Providing comprehensive advice on pensions and finance Developing and selling tailor-made solutions in the areas of pensions and wealth accumulation Representing our company in the sales sector Referring business to our cooperation partners Your strengths Passing the industry-specific exam (insurance intermediary AFA, certified insurance and pension advisor IAF) or higher level of education Proven sales experience in the insurance and finance sector Strong sales and advisory skills High motivation, goal- and performance-oriented approach Entrepreneurial spirit, resilience, sociable character Your contact Monika Spillmann Company description Thanks to personalized advice on pensions and finance, we support people in preparing their financial future at all stages of life and enable them to build their financial independence to live according to their own choices