Insurance & Pension Advisor/Insurance & Pension Advisor

YOUR TASKS ### • You advise clients professionally in the areas of health insurance, life insurance, wealth, and business solutions • Through cross-selling and upselling, you develop trusting relationships and contribute to strengthening their loyalty • The acquisition of new clients, whether from internal initiatives or recommendations, is an integral part of your daily routine • You organize and conduct appointments, whether by telephone or in person, with rigor and a sense of contact • You also ensure administrative follow-up: preparing offers, managing appointments, and other related tasks, always with precision • You advise in health, life, wealth, and corporate insurance and offer tailored solutions for customer needs • Through targeted cross-selling and upselling, you build trusting relationships and strengthen customer loyalty • Acquiring new customers - whether through your own initiative or recommendations - is part of your daily routine • You organize and conduct consultation meetings, by telephone or in person, with commitment and tact • The administrative follow-up is also in your hands: creating offers, managing appointments, and completing other tasks precisely and efficiently OUR EXPECTATIONS ### Your qualities #### • Customer service and sales are your playground: you know how to listen, understand, and propose the most suitable solutions • Your professional network is a real asset that you activate naturally to create opportunities • Flexibility does not scare you - you appreciate the freedom of organization and autonomy in your planning • Additional knowledge in foreign languages would be the icing on the cake Your education #### • You have completed basic training • You hold the "AFA intermediate insurance" certificate, required to perform this function To join us #### • Share your experience with us with your CV • Provide an extract from the criminal record (3 months) and an extract from the debt collection register (3 months) Function: Insurance and Pension Advisor N01 Your competencies #### • You have excellent written and spoken German skills - good French skills ideally round off your profile • Customer service and sales are your passion - you listen, understand, and find the right solution • A high orientation to service and perseverance characterize you • Your professional network is a real advantage that you use specifically for new opportunities • Flexibility is a matter of course for you - you value independent work and free time management Your education #### • You have completed basic training • A certificate as a "VBV insurance intermediary" is mandatory Have we aroused your interest? #### • Your CV • A criminal record extract (not older than 3 months) • A debt collection register extract (not older than 3 months) Function: Insurance & Pension Customer Advisor N01