Pension and insurance advisor

A leading player in Switzerland in the fields of pension and insurance, the Agence Générale Philippe Baechler for Zurich Assurance is located in Genève and Nyon. Thanks to the complementarity of its expertise in pension, finance, insurance and financial planning, it designs sustainable and high value-added solutions.

In order to contribute to its development, the agency wishes to sustainably strengthen its teams and is looking for a committed and motivated personality to join them as:

Pension and insurance advisor

In this role, you support a varied clientele composed of private clients, companies and international profiles. You analyze personal, professional and wealth situations that are sometimes complex in order to identify needs in terms of pension, protection, insurance and financial planning. You play a key role in the quality of support, by bringing a transversal vision and real added value to the advice. You start with an attractive client portfolio, which you actively develop, while contributing to the acquisition of new clients and the construction of lasting relationships of trust. Autonomous in the organization of your activity, you evolve in a structured, collaborative environment that respects the regulatory framework. Whether you are an experienced professional or at the beginning of your career in the insurance field, you benefit from structured support and continuous training.

You bring:

• A commercial, financial or insurance training, or a qualification deemed equivalent.
• AFA certification, in accordance with current regulatory requirements.
• A first experience in consulting, sales, insurance or pension, or a real motivation to retrain in this profession.
• A pronounced interest in financial protection, pension and supporting clients in their long-term projects.
• A good command of digital tools, as well as a rigorous and organized approach to administrative tasks.

Your talents:

• Listening skills and ability to establish a relationship of trust.
• Ability to interact with various interlocutors (executives and external partners).
• Global vision and ability to link different dimensions of advice.
• Organization, autonomy and sense of responsibility.
• Customer orientation and interpersonal ease.
• Mastery of French is indispensable; any other language is an asset.
• The position requires a long-term presence in Genève or its region, demonstrating a strong local anchoring and an established Genevan network, as well as possession of a driver's license.

Why join them?

You join an organization recognized for the diversity of its clientele and the complementarity of its expertise, offering a stable and flexible working environment conducive to your professional development. You evolve within a cohesive and motivated team, where mutual aid and good humor are part of daily life. State-of-the-art digital tools, structured support and continuous training allow you to develop your skills and progress in a high value-added consulting activity.

If this position matches your profile, we look forward to receiving your application, accompanied by a cover letter.

The strictest confidentiality is guaranteed.

j4id10468804jm j4it1145jm j4iy26jm