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Expert Individual Savings and Retirement H/F
Full Time
9.00 - 9.00
Job description
The position:
You join the Regional Directorate Lorraine as an Expert in Individual Savings (Life Insurance and Retirement), at the heart of client relations and commercial development.
Your mission consists of promoting, animating, and accompanying the development of sales for the Epargne et Retraite range among agency sales representatives and entrepreneurs' account managers.
You are both a technical expert and a commercial partner, actively contributing to achieving the company's objectives, in direct production and co-production with commercial teams.
Your main missions:
Counsel, accompany, and develop your portfolio
- Alone or accompanied by agency sales representatives and entrepreneurs' account managers, you identify clients' needs, counsel them, and conclude sales of adapted individual savings and retirement solutions to their situation and objectives.
- You intervene on high-stakes files by bringing your product and commercial expertise, making direct sales, and proposing accompaniment to commercial teams on the ground for the concretization of deals.
- In general, you produce or co-produce through the effective signing of contracts.
- You ensure and contribute to the profitability of client portfolios and their loyalty by setting up appropriate actions.
Promote and animate the Epargne et Retraite range among commercial teams
- You contribute to acculturation and skills development for teams to strengthen the detection of commercial opportunities among prospects or clients.
- You accompany commercial teams in preparing, meeting, or following up on deals and help them perfect their practices.
- You foster network synergy in a company spirit and cooperation.
- You value the Epargne et Retraite range by relaying news, proposing educational actions, and animating information sessions among commercial teams.
- You contribute to deploying the national action plan on your perimeter.
Ensure commercial vigilance and contribute to developing the offer
- You collect and analyze information from the field (market, competition, client expectations).
- You update and enrich the customer and prospect database.
- You share your observations and recommendations with the Epargne & Retraite Line for evolving offers and commercial strategies.
You join the Regional Directorate Lorraine as an Expert in Individual Savings (Life Insurance and Retirement), at the heart of client relations and commercial development.
Your mission consists of promoting, animating, and accompanying the development of sales for the Epargne et Retraite range among agency sales representatives and entrepreneurs' account managers.
You are both a technical expert and a commercial partner, actively contributing to achieving the company's objectives, in direct production and co-production with commercial teams.
Your main missions:
Counsel, accompany, and develop your portfolio
- Alone or accompanied by agency sales representatives and entrepreneurs' account managers, you identify clients' needs, counsel them, and conclude sales of adapted individual savings and retirement solutions to their situation and objectives.
- You intervene on high-stakes files by bringing your product and commercial expertise, making direct sales, and proposing accompaniment to commercial teams on the ground for the concretization of deals.
- In general, you produce or co-produce through the effective signing of contracts.
- You ensure and contribute to the profitability of client portfolios and their loyalty by setting up appropriate actions.
Promote and animate the Epargne et Retraite range among commercial teams
- You contribute to acculturation and skills development for teams to strengthen the detection of commercial opportunities among prospects or clients.
- You accompany commercial teams in preparing, meeting, or following up on deals and help them perfect their practices.
- You foster network synergy in a company spirit and cooperation.
- You value the Epargne et Retraite range by relaying news, proposing educational actions, and animating information sessions among commercial teams.
- You contribute to deploying the national action plan on your perimeter.
Ensure commercial vigilance and contribute to developing the offer
- You collect and analyze information from the field (market, competition, client expectations).
- You update and enrich the customer and prospect database.
- You share your observations and recommendations with the Epargne & Retraite Line for evolving offers and commercial strategies.
Required skills
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Company information
- Company
- Harmonie Mutuelle
- Location
-
France, Grand-Est, Moselle
France - Posted
- 7 months ago
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