Conseiller clientèle auprès des particuliers au Crédit Agricole. Proposez des solutions d'épargne et de crédit tout en développant un portefeuille clients.
About the role
- Conseiller/Conseillère developing client portfolios for an insurance company. Collaborating closely with agency staff to address customer needs and provide tailored solutions.
Responsibilities
- Contribute to the development of an existing client portfolio
- Identify customer needs and propose appropriate solutions
- Work closely with colleagues at the general agency
Requirements
- Hold a Swiss Federal VET Certificate (CFC)
- Professional experience in insurance advisory
- Native French or Swiss German speaker with excellent proficiency in the other language
- AFA certification would be an asset
- Local ties to the Sarine or Lac district are desirable
- You are entrepreneurial, adaptable, possess strong negotiation skills, are client-oriented, curious, and well integrated into the region's social and economic environment
Benefits
- A healthy working environment in a mutual company certified as a 'Great Place to Work'
- A range of employee benefits, including flexible work arrangements
- Support for professional development and training
- Human-centered values focused on employee well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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