Commercial Advisor Insurance Life & Pension
Join a dynamic team as a Life Pension Insurance Sales Advisor! In this exciting role, you will be responsible for managing a portfolio of clients, offering them personalized financial solutions. Enjoy a warm and active work environment while cultivating lasting relationships. With rewarding responsibilities and opportunities for professional development, this position allows you to grow within an inclusive work environment. In addition to a competitive salary, performance bonuses and attractive benefits await you. If you are passionate about customer service and commercial success, apply now!
Description
- You manage a portfolio of existing clients with diligence and professionalism;
- You welcome and meet with clients to inform them and offer them personalized solutions tailored to their financial needs through our partners;
- You take proactive steps to attract new clients;
- You participate in recommended sales initiatives, events, and networking activities;
- You are actively involved in local networks to promote the company's positive image in the marketplace;
- You will follow each file through to its conclusion, ensuring a high-quality service.
- You will carry out cross-selling and up-selling activities to other departments and in collaboration with your colleagues.
- You will manage customer databases and prepare reports for management.
- You will keep up to date with developments in tax and financial legislation to ensure your expertise remains current.
Your profile
- Possesses the necessary certifications to offer financial advice to clients;
- Has at least three years of experience in sales and financial consulting, preferably acquired within a banking institution or large financial entity;
- Holds a bachelor's or master's degree in economics, law, or business;
- Demonstrates strong listening skills and empathy towards clients;
- Demonstrates a high degree of autonomy, initiative, organizational skills, and methodical approach to work;
- Possesses strong negotiation skills;
- Is primarily focused on customer satisfaction;
- Is motivated by achieving goals and results.
Offer
- Monthly salary indication: € 3001 - € 4500
- A stimulating role with rewarding responsibilities;
- A varied position in a busy yet friendly working environment;
- A full-time permanent contract or the option to work as a freelancer;
- A fixed income with the opportunity to receive performance bonuses;
- Competitive remuneration complemented by attractive additional benefits.