Insurance and Pension Advisor (m/f) 80-100%
Role overview
Description - You advise clients professionally in the areas of health insurance, life insurance, wealth management, and solutions for businesses - Through cross-selling and upselling, you develop trust relationships 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 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.
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Key requirements
- Advise clients professionally
- Develop trust relationships
- Acquire new clients
- Organize and conduct appointments
- Ensure administrative follow-up
- Work with precision
- Have a sense of contact
- Contribute to strengthening client loyalty