Pension and Finance Advisor (m/f/d) with Specialization in Health Insurance – General Agency Geneva Left Bank

Publication date:21 December 2024
Workload:100%
Place of work:Genève

Job summary

Join our company specializing in financial advice and planning. Enjoy a supportive environment with growth opportunities.

Tasks

Maintain and nurture existing client relationships effectively.
Systematically acquire new clients through market prospecting.
Provide comprehensive advice in finance and insurance matters.

Skills

Completed training in health insurance is a plus.
Proven sales experience in the insurance and finance sectors.
Strong motivation and goal-oriented approach to performance.

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About the job

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 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 training/advanced training in the field of health insurance is an asset
Proven sales experience in the insurance and finance sector
Professional experience in the field of health insurance
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 their lives and enable them to build their financial independence to live according to their own choices