Insurance and Finance Advisor (w/m/d) – within the framework of a succession plan – General Agency Visp-Oberwallis — Swiss Life
CHF 49'500 - 75'000
Swiss Life · Visp (VS)
- Location
- Visp
- Contract
- full-time
- Posted
- 56 days ago
SalaryCHF 49'500 - 75'000
Role overview
Description Shape the future.
Yours and ours.
Would you like to help people to lead a self-determined life?
- Description Shape the future.
- Yours and ours.
- Within the framework of a succession plan, take over a portfolio in the area of corporate and private customers
- Care, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning
- Strong flair for sales and consulting
- Completed industry examination (VBV/IAF) or higher Proven long-term sales experience High level of commitment Goal-oriented and performance-driven Entrepreneurial mindset Resilient and communicative Pronounced sales and consulting flair
Main responsibilities
- Within the framework of a succession plan, take over a portfolio in the area of corporate and private customers
- Care, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning
- Development and sale of individually tailored solutions in the areas of provision, wealth building and asset allocation, as well as in the corporate customer area
- Acquisition of new customers through systematic market processing
- Representation of our company in an attractive sales area
- Mediation of business to our cooperation partners Requirements Pronounced sales and consulting flair
- Completed industry examination (insurance broker VBV, insurance and provision advisor IAF) or higher
- Proven long-term sales experience in the insurance and finance industry
- High commitment, goal- and performance-oriented working style
- Entrepreneurially thinking, resilient and contact-friendly
Key requirements
- Strong flair for sales and consulting
- Completed industry examination (VBV/IAF) or higher Proven long-term sales experience High level of commitment Goal-oriented and performance-driven Entrepreneurial mindset Resilient and communicative Pronounced sales and consulting flair
What the company offers
- You will also receive above-average social benefits, including pension fund membership and non-contributory accident and short-term disability benefit (UVG/LTG) insurance, plus generous premium contributions to 3rd pillar products.
Application process
- Only applications received via our application tool will be considered.
Contacts
- If you have any questions, please do not hesitate to contact Human Resources Sales Force or the General Agent at your chosen General Agency.
Additional details
- Mediation of business to our cooperation partners Pronounced sales and consulting flair
- Contact If you have any questions, please do not hesitate to contact Human Resources Sales Force or the General Agent at your chosen General Agency.
Notes and original content
- Responsibilities
- Mediation of business to our cooperation partners
- Requirements
- Pronounced sales and consulting flair
