Insurance and Finance Advisor (m/f/d) – People from other professions welcome – General Agency Morges-La Côte

Morges

Key information

Publication date:15 May 2025
Workload:100%
Place of work:Morges

Job summary

Join our team to support clients with personalized financial advice. Enjoy a dynamic work 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 professional training in sales and consulting.
Strong sales and advisory skills with a goal-oriented approach.
Entrepreneurial spirit, resilience, and a friendly character.

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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 in insurance and finance
Developing and selling tailored solutions in the fields of insurance and wealth creation
Representing our company in the sales sector
Passing on 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

Company description

Through 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