Insurance and Finance Advisor – People from another profession welcome – General Agency Lausanne

Do you want to work in an inspiring environment that supports your multiple facets? Then join our team as: Insurance and Finance Advisor (m/f/d) – People from another profession welcome – General Agency Lausanne Incarnate diversity Your area of responsibility Follow-up and maintenance of existing customer relationships Acquisition of new customers through systematic market prospecting Realization of advice and guidance to clients on financial planning, insurance products, and retirement savings plans Development of personalized financial plans for clients, taking into account their specific needs and goals Implementation of financial strategies and investment plans for clients, ensuring compliance with regulatory requirements and industry standards Collaboration with other departments to ensure seamless integration of services and effective communication with clients Continuous professional development through training and education to stay up-to-date on the latest trends and best practices in insurance and finance