Conseiller/conseillère en prévoyance et en finance (f/h/d) – Personnes venant d'un autre métier bienvenues – Agence générale Morges-La Côte

Responsabilités

• Follow-up and maintenance of relationships with existing clients
• Acquisition of new clients through systematic market prospecting
• Providing comprehensive advice on provision and finance
• Developing and selling tailor-made solutions in the fields of provision and wealth building
• Representing the company in the sales sector
• Referring business to cooperation partners

Profil recherché

• Completed professional training
• Strong sense of sales and advice
• High motivation, goal-oriented and performance-driven approach
• Entrepreneurial spirit, resilience, sociable character