Vorsorge- und Finanzberatende (w/m/d) – im Rahmen einer Nachfolgeregelung – Generalagentur Biel-Seeland
Swiss Life AG(1 year ago)
About this role
This role involves managing a portfolio of corporate and private clients, focusing on pension planning, wealth accumulation, and business clients, with an emphasis on independent work and customer relationship management.
Required Skills
- Customer Relationship Management
- Pension Planning
- Sales
- Financial Consulting
- Client Acquisition
- Insurance Products
- Wealth Management
- Vorgehensweise
- Vorgehensweise
- Vorgehensweise
Qualifications
- Versicherungsvermittler/-in VBV
- Versicherungs- und Vorsorgeberater/-in IAF
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