Conseiller/conseillère en assurances contribuant au développement d'un portefeuille de clients. Analyzing customer needs and proposing tailored solutions while working closely with agency staff.
Responsibilities
Contribute to the development of an existing client portfolio
Identify customer needs and propose suitable solutions
Work closely with colleagues at the general agency
Requirements
Swiss Federal VET Diploma (CFC)
Professional experience in insurance advisory
Native French or Swiss German speaker with excellent command of the other language
AFA certification would be an advantage
Local ties to the Sarine or Lac district are desirable
Entrepreneurial and adaptable, with strong negotiation skills, customer-oriented, curious, and well integrated in the region's social and economic life
Benefits
A healthy working environment in a mutual company certified "Great Place to Work"
Multiple employee benefits, including flexible work arrangements
Support for professional development and training
Human-centered values focused on employee well-being
Conseiller en gestion de patrimoine analyzant des portefeuilles clients et proposant des solutions adaptées. L'entreprise est ASTORIA FINANCE, spécialisée en Gestion de Patrimoine.
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