Pension and Finance Advisor (m/f/d) – People from other professions welcome – General Agency Lausanne

Lausanne

Key information

Publication date:03 May 2025
Workload:100%
Place of work:Lausanne

Job summary

Join our team to provide personalized advice in finance and insurance. Enjoy a dynamic work environment with growth opportunities.

Tasks

Maintain and nurture existing client relationships effectively.
Acquire new clients through systematic market prospecting.
Develop and sell tailored solutions in wealth management.

Skills

Completed professional training with a strong sales background.
Goal-oriented with a strong motivation for performance.
Resilient and sociable with an entrepreneurial spirit.

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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 pensions and finance
Developing and selling customized solutions in the areas of pensions and wealth accumulation
Representing our company in the sales sector
Referring business to our cooperation partners

Your strengths

Completed professional training
Strong sales and advisory skills
High motivation, goal- and performance-oriented approach
Entrepreneurial spirit, resilience, sociable character

Your contact

Monika Spillmann

Company description

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