Insurance 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 team dedicated to guiding clients through financial planning. Enjoy a supportive work environment with growth opportunities.

Tasks

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

Skills

Successful completion of insurance intermediary exam or higher.
Proven sales experience in insurance and finance sectors.
Strong goal-oriented approach with excellent advisory skills.

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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

Success in the specific branch examination (insurance intermediary AFA, insurance and pension advisor graduated IAF) or higher level of education
Proven sales experience in the insurance and finance sector
Strong sense of sales and consulting
High motivation, goal-oriented and performance-driven approach
Entrepreneurial spirit, resilience, sociable character

Company description

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