Vorsorge- und Finanzberatende (w/m/d) – Quereinsteigende willkommen – Generalagentur Sursee
Swiss Life AG(1 year ago)
About this role
A Sales Agent at Swiss Life builds and maintains client relationships, acquires new clients through market engagement, and provides comprehensive financial advice. The role involves developing tailored solutions for clients in pension and wealth building, representing the company, and collaborating with partners.
Required Skills
- Customer Service
- Financial Advice
- Sales
- Client Relationships
- Market Development
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