Retirement Advisor (m/f) 60-100% — Groupe Mutuel
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Role overview
You advise our customers personally and professionally on pension plans, retirement, saving and family protection – always with an open ear for individual needs With targeted cross-selling and sound expertise, you strengthen customer loyalty and bringt suitable solutions to the point New customers gain through your own initiative, recommendations and your active network – you also represent our company at trade fairs, lectures and sales campaigns Together with colleagues in the sales network, you develop strategies for market development and marketing.
uses synergies You conduct personal consultation discussions – with empathy, sensitivity and a clear view of the needs of your interlocutors Administrative post-processing such as CRM care, offers and appointment management can be done efficiently and accurately About us
Groupe Mutuel is one of Switzerland'stail insurance group, headquartered in Martigny (Valais).
- You advise our customers personally and professionally on pension plans, retirement, saving and family protection – always with an open ear for individual needs With targeted cross-selling and sound expertise, you strengthen customer loyalty and bringt suitable solutions to the point New customers gain through your own initiative, recommendations and your active network – you also represent our company at trade fairs, lectures and sales campaigns Together with colleagues in the sales network, you develop strategies for market development and marketing.
- uses synergies You conduct personal consultation discussions – with empathy, sensitivity and a clear view of the needs of your interlocutors Administrative post-processing such as CRM care, offers and appointment management can be done efficiently and accurately About us
Additional details
- uses synergies You conduct personal consultation discussions – with empathy, sensitivity and a clear view of the needs of your interlocutors Administrative post-processing such as CRM care, offers and appointment management can be done efficiently and accurately
