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

Morges

Key information

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

Job summary

Join our team focused on personalized finance and insurance guidance. Enjoy a supportive work environment with growth opportunities.

Tasks

Maintain and nurture existing client relationships effectively.
Acquire new clients through systematic market prospecting.
Deliver comprehensive advice in financial planning and insurance.

Skills

Completed vocational training with a strong sales focus.
Goal-oriented with high motivation and performance approach.
Resilient, sociable, and entrepreneurial spirit.

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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
Development and sale of customized solutions in the areas of pensions and wealth accumulation
Representing our company in the sales sector
Referring business to our cooperation partners

Your strengths

Completed professional training
Strong sales and advisory skills
High motivation, goal- and performance-oriented approach
Entrepreneurial spirit, resilience, sociable character

Company description

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