Vorsorge- und Finanzberatende (w/m/d) – im Rahmen einer Nachfolgeregelung – Generalagentur Fricktal-Baselbiet
Swiss Life AG(3 months ago)
About this role
This job involves managing and developing a portfolio of corporate and private clients in the insurance and financial sector. The role emphasizes client relationship management, customized solutions in pensions, wealth accumulation, and corporate clients, as well as new customer acquisition and representation in the market.
Required Skills
- Sales
- Client Relationships
- Financial Planning
- Vorsorge
- Vermögensaufbau
- Vermögensstreuung
- Insurance
- Customer Acquisition
- Negotiation
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