Pension Advisor for the General Agency of Lausanne, Riviera, Chablais 100%
AXA Versicherungen AG
Vevey
Key information
- Publication date:02 May 2025
- Workload:100%
- Place of work:Vevey
Job summary
Join AXA, Switzerland's leading insurance company, as a consultant. This role offers growth, a supportive work environment, and attractive benefits.
Tasks
- Provide tailored advice on individual and collective insurance solutions.
- Assist clients with mortgage and investment advice to enhance portfolios.
- Develop and retain client relationships to grow your local portfolio.
Skills
- Professional training and initial experience in services, insurance, or banking required.
- Strong customer service orientation with excellent interpersonal skills.
- Proficiency in French and familiarity with digital tools is a plus.
Is this helpful?
Join AXA, Switzerland's leading insurance company, as a
Your contribution to the company
Your contribution to the company
- Targeted and personalized advice on individual and collective pension solutions
- Advice in the mortgage sector as well as in investments
- Customer loyalty and development of your own client portfolio
- Acquisition of new clients to ensure the growth of your region's portfolio
- Placement of other AXA group products (non-life, health)
- Carrying out administrative tasks related to your position, supported by the entire AXA structure and modern tracking tools
Your skills and talents
Your skills and talents
- You have completed a professional apprenticeship and have initial professional experience, knowledge of the service, insurance or banking sector, as well as a clear affinity for financial and pension products are necessary
- Your personality is service-oriented and you have ease in contacts with others, you look for solutions for your clients and you know how to adapt to any situation
- Your working method is autonomous and goal-oriented
- You live in the Vaud Riviera and have a very good knowledge of the local economic fabric and a wide network in the region
- You master French both orally and in writing, any other language is an advantage
- You are comfortable with common IT systems as well as learning new digital tools
Send your application now!
Please let us know which Riviera agency would be ideal for you as a workplace
For any questions regarding this position, Benjamin Pittet, General Agent, is happy to assist you by email at the following address: benjamin.pittet@axa.ch
For administrative and data protection reasons, only applications submitted via the online application link will be considered.
About AXA
Believing in yourself leads to the greatest successes.
At AXA, we aim to be a partner who supports you and believes in you. Always by your side to help you excel, we show you paths to explore for your future. We encourage you and offer you freedom so that you can devote yourself to what matters to you. And it is thanks to your personal commitment that this collaboration becomes a true partnership with a promising future. For you, for us, and for our clients. Not just for the present moment, but especially in the long term.
Let's lay the foundations of your success together. Know You Can.
