Insurance and Finance Advisor (m/f/d) specializing in investment topics – General Agency Canton of Fribourg

Fribourg

Key information

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

Job summary

Join our finance and insurance team to enhance client relations! Enjoy a dynamic work environment with opportunities for growth and tailored solutions.

Tasks

Maintain and strengthen existing client relationships while acquiring new ones.
Provide comprehensive advice in finance and insurance sectors.
Develop and sell customized solutions for wealth creation and insurance.

Skills

Completed training in investment themes with proven sales experience.
Strong sales and advisory skills with a goal-oriented approach.
Motivated, resilient, and sociable with an entrepreneurial spirit.

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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 training / further education in the field of investment topics
Proven sales experience in the insurance and finance sector
Professional experience in the field of investment topics
Strong sense of sales and consulting
High motivation, goal-oriented and performance-driven approach
Entrepreneurial spirit, resilience, sociable character

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