Vorsorgeberater (m/w) 60-100%

YOUR MISSION ###

• You advise our customers personally and professionally on provision, pension, savings and family protection - always with an open ear for individual needs
• With targeted cross-selling and in-depth specialist knowledge, you strengthen customer loyalty and bring suitable solutions to the point
• You acquire new customers through initiative, recommendations and your active network - in doing so, 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 use synergies
• You conduct advisory interviews personally - with empathy, tact and a clear view of the needs of your conversation partners
• You efficiently and precisely handle administrative follow-up work such as CRM maintenance, offers and appointment management

Your competencies ####

• You have excellent knowledge of German in word and writing - good knowledge of French is a plus
• In-depth knowledge in the field of provision, savings and life insurance as well as the Swiss provision market characterizes you
• With your communication and negotiation security, you build sustainable customer relationships
• Customer orientation, initiative and entrepreneurial thinking are among your strengths
• You work precisely, responsibly and have experience in handling CRM and digital acquisition tools
• Knowledge of tax issues related to provision as well as the ability to analyze financial situations round off

Your education ####

• You have completed basic training
• A certificate as a "Versicherungsvermittler/-in VBV" is mandatory
• An IAF diploma or equivalent qualification is an advantage

Let's get started - send us: ####

• Your CV
• A certificate of good conduct (not older than 3 months)
• An excerpt from the debt enforcement register (not older than 3 months)

Function: Kundenberater/-in Versicherung & Vorsorge CEP N02