Advisor in Insurance and Finance (m/f/d) for Retirement – General Agency Sion-Valais Romand – Val de Bagnes Region

Sion

Key information

Publication date:03 July 2025
Workload:100%
Place of work:Sion

Job summary

Join a dynamic company offering tailored financial advice. Enjoy a supportive work environment and opportunities for growth.

Tasks

Manage a portfolio of private and business clients in succession.
Develop client relationships, focusing on retirement planning for 45+.
Create and sell customized solutions in wealth management for businesses.

Skills

Experience in sales and finance, with relevant certifications preferred.
Strong sales and advisory skills essential for client engagement.
Motivated, resilient, and goal-oriented with a social character.

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Your area of responsibility

Taking over a portfolio of private and corporate clients as part of an estate settlement
Monitoring, maintaining, and developing existing client relationships in the 45+ segment, with a focus on retirement planning, as well as in the corporate client sector, particularly SMEs
Developing and selling tailored solutions in the areas of insurance, wealth accumulation, and wealth distribution, as well as in the corporate client sector
Acquiring new clients through systematic market prospecting
Representing our company in an attractive sales sector
Passing on business to our cooperation partners

Your strengths

Strong sales and advisory skills
Success in the specific industry exam (insurance intermediary AFA, certified insurance and pension advisor IAF) or higher level of education
Proven long sales experience in the insurance and finance sector
High motivation, goal-oriented and performance-driven approach
Entrepreneurial spirit, resilience, sociable character

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