Corporate Client Pension Advisor (mandate management) 80 - 100 %

Corporate Client Pension Advisor (mandate management) 80 - 100 % #

Fribourg ##

Simplify together. Because life is full of possibilities. And has become more complex at the same time. That is why we are looking for employees who implement simplicity with us.

Your activities ##

• act autonomously and prospect existing and potential clients as an expert in pension fund solutions (LPP) and personal insurance (LCA, LAA, LAAC)
• work on implementing optimal global solutions, particularly in the field of executives
• analyze existing solutions and develop solutions for the future
• bear responsibility for calls for tender and submissions, as well as for conducting negotiations with pension providers and potential asset managers, and finalize the results in a comparative model
• conduct annual interviews with clients
• accompany, at the project level, current autonomous pension solutions in their reorientation
• develop solid decision-making bases for our clients
• identify and implement cross-selling and up-selling opportunities with the advisors of the Banque Valiant branches
• contribute actively to the development of the brokerage service offering
• know how to convince and arouse enthusiasm as a speaker at trade fairs and client events

You possess ##

• an unfailing commitment to client follow-up and acquisition
• knowledge of the current market as well as several years of professional experience in corporate consulting in the field of pension fund solutions and personal insurance
• the required conditions and registration in the FINMA register of intermediaries
• preferably experience acquired within an insurance company, a broker, or a collective foundation, in the field of distribution and client acquisition
• a friendly personality and a charismatic and confident appearance
• good IT knowledge (WinVS, Sobrado, Microsoft applications)
• French as a native language and proficiency in German is an asset
• the willingness to travel within the Romandie region, with the possibility of choosing the location of your workplace (in one of the Banque Valiant branches in French-speaking Switzerland)