Insurance and Finance Advisor (m/f/d) with professional experience – General Agency Lausanne

Lausanne

Key information

Publication date:15 May 2025
Workload:100%
Place of work:Lausanne

Job summary

Join our financial advisory team focused on personalized guidance. Enjoy a dynamic work environment with excellent growth opportunities.

Tasks

Maintain and nurture existing client relationships effectively.
Systematically acquire new clients through market prospecting.
Provide comprehensive advice in insurance and finance matters.

Skills

Pass specific industry exams or possess higher education qualifications.
Proven sales experience in the insurance and finance sector.
Strong motivation with a goal-oriented, resilient approach.

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Your area of responsibility

Follow-up and maintenance of relationships with existing clients
Acquisition of new clients through systematic market prospecting
Providing comprehensive advice in insurance and finance
Development and sale of tailored solutions in the areas of insurance and wealth creation
Representation of our company in the sales sector
Referral of business to our cooperation partners

Your strengths

Success in the specific branch examination (insurance intermediary AFA, insurance and pension advisor graduated IAF) or higher level of education
Proven sales experience in the insurance and finance sector
Strong sense of sales and consulting
High motivation, goal-oriented and performance-driven approach
Entrepreneurial spirit, resilience, sociable character

Your contact

Monika Spillmann

Company description

Thanks to personalized advice in insurance and finance, we support people in preparing for their financial future at all stages of their lives and enable them to build their financial independence to live according to their own choices