Insurance 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 a leading firm specializing in personalized financial advice. Enjoy a collaborative and goal-oriented work environment with great benefits.

Tasks

Maintain and nurture existing customer relationships effectively.
Systematically prospect for new clients to expand the customer base.
Provide comprehensive advice in finance and insurance matters.

Skills

Completed professional training with a strong sales background.
Goal-oriented with a strong focus on performance and motivation.
Resilient, sociable, and entrepreneurial spirit required.

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Your area of responsibility

Follow-up and maintenance of relationships with existing clients
Acquisition of new clients through systematic market prospecting
Providing comprehensive advice in insurance and finance
Development and sale of tailored solutions in the fields of insurance and wealth creation
Representation of our company in the sales sector
Referral of business to our cooperation partners

Your strengths

Completed vocational training
Strong sense of sales and consulting
High motivation, goal-oriented and performance-driven approach
Entrepreneurial spirit, resilience, sociable character

Your contact

Monika Spillmann

Company description

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