Pension and Finance Advisor (m/f/d) with Professional Experience - General Agency Canton of Fribourg

Fribourg

Key information

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

Job summary

Join our dynamic team in the finance sector, focused on client success. Enjoy a collaborative work environment with great growth potential.

Tasks

Maintain and strengthen relationships with existing clients.
Systematically acquire new clients through market prospecting.
Provide comprehensive advice in financial planning and insurance.

Skills

Success in insurance intermediary exams or higher education required.
Proven sales experience in insurance and finance sectors.
Strong sales and advisory skills with a goal-oriented approach.

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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 tailor-made solutions in the areas of pensions and wealth accumulation
Representing our company in the sales sector
Referring business to our cooperation partners

Your strengths

Passing the industry-specific exam (AFA insurance intermediary, 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.