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

Description du poste

This job ad was AI-translated from French. See original Job summary Hide Join our dynamic team in financial advising and insurance! Enjoy a supportive work environment and opportunities for growth. Tasks Maintain and nurture existing client relationships effectively. Systematically acquire new clients through market prospecting. Provide comprehensive advice in finance and insurance matters. Skills Successful completion of specific branch exams or higher education. Proven sales experience in insurance and finance sectors. Strong motivation, goal-oriented approach, and resilience. About the job 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 customised 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 (AFA insurance intermediary, 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 personalised 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