Insurance and Finance Advisor (m/f/d) - Romandy Region

Genève

Key information

Publication date:08 May 2025
Workload:100%
Place of work:Genève

Job summary

Join a dynamic company advising clients on financial futures. Enjoy a supportive work environment with growth opportunities.

Tasks

Maintain and nurture existing client relationships effectively.
Systematically acquire new clients through market prospecting.
Deliver comprehensive advice on finances and insurance matters.

Skills

Completed vocational training with relevant professional experience.
Strong sales and advisory skills are essential for success.
Motivated, goal-oriented, with resilience and a friendly demeanor.

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Your area of responsibility

Monitoring and maintaining relationships with existing clients
Acquisition of new clients through systematic market prospecting
Providing comprehensive advice on insurance and finance
Developing and selling tailored solutions in the areas of insurance and wealth creation
Representing our company in the sales region
Passing on business to our cooperation partners

Your strengths

Completed vocational training
Professional experience, ideally in the field of insurance, finance, and services
Strong sales and advisory skills
High motivation, goal-oriented and performance-driven approach
Entrepreneurial spirit, resilience, sociable character

Contact person

External HR Service

Company description

We advise and support people in all situations of life. In insurance and preparing for their financial future, we help them live according to their own choices.