Insurance and Pension Advisor (m/w) 80-100% — Groupe Mutuel
Role overview
Description - You advise on health, life, property, and business insurance, offering tailored solutions for customers' needs - Through targeted cross-selling and upselling, you build trustworthy relationships and strengthen customer loyalty - Acquiring new customers, whether through your own initiative or referrals, is part of your daily routine - You organize and conduct advisory meetings, either by phone or in person, with commitment and sensitivity - Administrative follow-up is also in your hands: creating offers, managing appointments, and other tasks you complete precisely and efficiently
This page consolidates the key details of the listing and presents them in a structured format for cross-border candidates targeting Aargau.
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Key requirements
- Advice on health, life, property, and business insurance
- Targeted cross-selling and upselling
- Acquisition of new customers
- Organization and conduct of advisory meetings
- Creation of offers and management of appointments
- Work with precision and efficiency
