With us, our clients are not just a number in the system but are cared for comprehensively and personally. Client wishes and satisfaction are our top priority.
Client Advisor Business Clients, Full-time 100%
Position Summary
As a Client Advisor for Business Clients in insurance & pensions, you are responsible for advising and supporting our clients. You build long-term client relationships and support our clients in achieving their financial goals. This position requires a high level of sales skills and client orientation.
Tasks and Responsibilities
Identify and acquire potential clients
Take over an existing client portfolio with significant potential
Conduct detailed needs analyses and individual financial planning for clients
Advise on insurance products and pension plans
Ensure high client satisfaction
Requirements
Experience in the financial industry is a plus
Ideally, you hold a qualification as an Insurance Specialist or Insurance Broker VBV
Excellent interpersonal and communication skills
Strong client orientation and service mentality
Self-motivated and results-oriented
What We Offer
Diverse and responsible scope of duties
Varied activities thanks to a wide range of products and client contacts
Above-average earning potential through a performance-based compensation model
High flexibility in working hours
Apply Now
Please send your CV and references to stefano@foscaldi.ch.
After an initial phone call, you will meet your supervisors and team for an interview.
stefano@foscaldi.ch