Advisory Consultant (h/f) 80-100%
Role overview
Description - You advise clients professionally in the areas of health insurance, life insurance, wealth management, and business solutions - Through cross-selling and upselling, you build trust and contribute to strengthening their loyalty - Acquiring new clients, whether from internal initiatives or referrals, is an integral part of your daily routine - You organize and conduct appointments, whether by phone or in person, with diligence and a sense of contact - You also ensure administrative follow-up: preparation of offers, appointment management, and other related tasks, always with precision Groupe Mutuel is one of Switzerland's leading insurance groups, headquartered in Martigny (Valais). The company offers a wide range of insurance and pension products for individuals and businesses across Switzerland.
This page consolidates the key details of the listing and presents them in a structured format for cross-border candidates targeting Ticino.
Always verify required language, actual office location and application flow before submitting: some positions include international interview steps.
Before applying, compare this role with local cost of living and net salary simulation to assess real take-home sustainability.
Key requirements
- Build trust and strengthen loyalty through cross-selling and upselling
- Acquire new clients from internal initiatives or referrals
- Organize and conduct phone and in-person appointments with diligence and a sense of contact
- Ensure administrative follow-up with precision
- Prepare offers, manage appointments, and handle other related tasks
- Work in a dynamic and collaborative environment
- Fluency in French is a plus