Beschreibung

Sales & – Pension & FinanceAbout usSpecializing in the fields of pension, insurance, and finance, we support our clients in their financial [needs] through personalized solutions and quality support.As part of our development, we are looking for a Sales [Representative] to strengthen our [team] and ensure rigorous follow-up of our clients, partners, and [missions].MissionA true pillar of our structure, you will be responsible for ensuring commercial follow-up and [supporting] our activities. At the heart of the activity, you will ensure the [liaison] between prospects, clients, partners, and advisors to guarantee a quality client experience as well as impeccable follow-up of [files].Responsibilities- Contact new prospects and incoming clients- Ensure telephone follow-ups and tracking of current opportunities- Organize and schedule advisor appointments- Ensure follow-up of client and partner requests- Manage exchanges with insurance companies and external partners- Update and ensure follow-up of CRM tools- Control and track files- [Track] commissions and payments- Prepare and transmit necessary documents to the various stakeholders- Ensure compliance with internal procedures and deadlines- Participate in [the] continuous [improvement] of processesProfile sought- Excellent interpersonal and telephone skills- Excellent command of French, both oral and written- Sense of [organization] and rigor to manage several files simultaneously- Autonomy, responsiveness, and sense of priorities- Good command of [office] tools and CRMs- Sense of service and client [orientation]Essential requirement- Good knowledge of the Swiss pension, insurance, or finance market is [required]- Experience in insurance brokerage, pension, financial services, or a similar function will constitute a [plus]What we offer- A key function within a growing company- A central role in [the] development of activities- A flexible [schedule]- Great autonomy in the execution of missions- A dynamic and stimulating entrepreneurial environment- A [salary] flexible and adapted to experience, skills, and [work] mode- Real evolution prospects for high-performing and committed profilesIf you wish to join an ambitious structure and actively contribute to its development, we look forward to receiving your [application] accompanied by your CV as well as a short [presentation] of your background. jidd4adeabaen jit0626aen jpiy26aen