Financial Planner Agence Générale Martigny (m/f/d), 100%

• 24 août 2026
• 100%
• Durée indéterminée
• Martigny
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Do you love human contact and do you have a true sense of service? Are you looking for an employer who truly rewards your performance?

Then become a Financial Planner in our general agency and join Allianz, one of the most prosperous insurance companies in the world. As part of this rewarding job, you have the opportunity to actively participate in building your future.

Financial Planner Agence Générale Martigny (m/f/d), 100% #

How we shape your future together

• You oversee the financial planning activities of all the agency's advisors.
• You accompany employees in appointments, you organize sessions with the aim of boosting retirement planning, and you obtain the reinvestment of client capital through our financial and investment product solutions.
• You maintain a client portfolio that will be entrusted to you, and you develop it through your own network.
• You place great importance on comprehensive advice and long-term relationships of trust with clients.
• You always define together, on a case-by-case basis, the solutions that suit them best.

What awaits you: varied daily work

• You perform varied tasks relying on a full range of products within a stimulating corporate culture.
• You will benefit from optimal integration thanks to well-structured induction and numerous continuing education offers.
• You can obtain attractive remuneration thanks to our performance-based model and achievable commission objectives.
• You will have numerous contacts with clients as part of varied daily work that offers you great flexibility.
• You will work for a world-renowned global player, which also distinguishes itself by its regional roots and commitment.
• You will benefit from a large margin of maneuver in the organization of your work and can demonstrate your entrepreneurial spirit.
• You can rely on a wide range of innovative and competitive pension and investment products: a solid base for success in your advisory activity which will also contribute to the variety of your work.

What we expect from you

• You hold the federal diploma of financial planner
• You have acquired several years of professional experience in financial planning consultancy, either in a bank, an insurance company, or a company specialized in planning
• Possessing a winner's temperament, you have a sense of customer relations and demonstrate resilience and customer orientation
• You have great mental agility and good knowledge of IT applications
• You demonstrate initiative and commitment
• You are easy to talk to and have solid social skills
• You are able to organize and lead training sessions
• You are well-anchored in your region and like to maintain and develop a network
• An asset, having experience in monitoring and accompanying employees

Do you want to join our team? Then don't hesitate any longer! We look forward to your application.

Maxime Marcoz, our Head of Pension & Finance, is at your disposal by telephone at 058 / 357.62.12 or by email at the address: Write an email to answer your questions.

Allianz Suisse
Agence Générale Eric Marchal
Attn. Maxime Marcoz
Rue de la Poste 3
1920 Martigny

More information at www.allianz.ch/service-externe