Pension and Finance Advisor (m/f/d) with Professional Experience – General Agency Sion-Valais Romand

Sion

Key information

Publication date:18 July 2025
Workload:100%
Place of work:Sion

Job summary

Join our team as a financial advisor, guiding clients effectively. It's a dynamic role with growth opportunities and a supportive environment.

Tasks

Maintain and nurture existing client relationships.
Provide comprehensive advice in finance and insurance.
Design and sell tailored solutions for financial security.

Skills

Successful completion of relevant insurance exams or higher education.
Proven sales experience in the finance and insurance sector.
Strong motivation and goal-oriented approach.

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Your area of responsibility

Monitoring and maintaining relationships with existing clients - Acquiring new clients through systematic market prospecting
Providing comprehensive advice on pensions and finance
Developing and selling tailor-made solutions in the areas of pension and wealth accumulation
Representing our company in the sales sector
Referring business to our cooperation partners

Your strengths

Passing the industry-specific exam (insurance intermediary AFA, 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

Company description

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