Insurance and Finance Advisor (m/f/d) with professional experience – General Agency Geneva Rive Droite

Vernier

Key information

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

Job summary

Join our dynamic team in the finance sector, offering tailored solutions. You'll thrive in a supportive environment with growth opportunities.

Tasks

Manage and nurture existing client relationships effectively.
Systematically acquire new clients through market prospecting.
Deliver comprehensive advice on finance and planning matters.

Skills

Successful completion of industry-specific exams or higher education.
Proven sales experience in insurance and finance sectors.
Strong sales and advisory mindset 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 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, certified insurance and insurance advisor IAF) or higher level of education
Proven sales experience in the insurance and finance sector
Strong sales and advisory skills
High motivation, goal-oriented and performance-driven approach
Entrepreneurial spirit, resilience, sociable character

Your contact

Monika Spillmann

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