Insurance and Pension Advisor AT (m/f) 80-100%
Role overview
Description - You advise clients professionally in the fields of health insurance, life insurance, wealth management, and solutions for businesses - Through cross-selling and upselling, you build trust and contribute to strengthening their loyalty - Acquiring new clients, whether from internal initiatives or recommendations, is an integral part of your daily work - 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
This page consolidates the key details of the listing and presents them in a structured format for cross-border candidates targeting Ticino.
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Key requirements
- Build trust and strengthen loyalty through cross-selling and upselling
- Acquire new clients through internal initiatives or recommendations
- Organize and conduct appointments by phone or in person with diligence and a sense of contact
- Ensure administrative follow-up with precision