Beschreibung
At AXA, we aim to be a partner who supports you and believes in you. Always by your side to help you excel, we point you towards paths to explore for your future. We encourage you and offer you spaces of freedom so that you can devote yourself to what matters to you. And it is thanks to your personal commitment that this collaboration becomes a true partnership with a promising future. For you, for us, and for our clients. Not just for the present moment, but also and especially in the long term.
Let’s lay the foundations of your success together. Know You Can.
Do you have a solid background in professional pension provision and are passionate about this sector? Have you already been able to put into practice your skills in sales, negotiation, networking, as well as administration? Are you a client- and goal-oriented person? Do you demonstrate seriousness and excellent organisation in your work and have a strong professional commitment? With us, you have the opportunity to develop your skills and demonstrate your abilities. Our General Agency for Pension and Wealth Management in Neuchâtel wishes to strengthen its team and we would be delighted to receive your application!
Your contribution to the company
- You manage the follow-up and development (acquisition) of the existing SME clientele
- Together with the general agent, you share responsibility for achieving the occupational pension plan (LPP) target for the Jura and Neuchâtel sales region
- You have technical responsibility for LPP matters within the General Agency
- You support the General Agent and Client Advisors in market exploitation
- You provide technical and administrative support to the General Agent and Client Advisors
- You prepare and conduct client information sessions
- You participate in the training of internal and external employees
- You collaborate on business development projects
- You retain clients and develop your own client portfolio
- You carry out administrative activities related to your position, supported by AXA and modern tracking tools
- As a member of the General Agency management team, you participate in management meetings and in implementing objectives and agency life
Your skills and talents
- Thanks to your client advisory orientation, you are able to understand the needs of your interlocutors, their challenges and doubts. You know how to listen and identify needs in order to propose the best tailor-made solutions.
- You have several years of experience in advising on 2nd pillar solutions and in corporate client follow-up
- With a strong affinity for investment solutions and financial products, you are undoubtedly a specialist in your field
- With an excellent spirit of initiative, you demonstrate proactivity daily. You are autonomous and proactive
- Your contribution to the team’s results is a driving force for you
- Your place of residence is within the relevant activity area, you have a very good knowledge of the local economic fabric and a wide network in the region
- You master French both orally and in writing; your knowledge of German and English is a significant advantage
- You are comfortable with common IT systems as well as learning new digital tools
About AXA
Send your application now!
For any questions regarding this position, David Currit, General Agent, is happy to assist you by email at the following address: david.currit@axa.ch For administrative and data protection reasons, only applications submitted via the online application link will be considered.