Insurance Advisor

About the job

Totalconsulting Sàrl, a company based in Saint-Léonard, is looking for an Insurance Advisor to strengthen its activity and continue developing its client portfolio.

We already have an existing client portfolio. We are currently seeking a dynamic, autonomous, and results-oriented person capable of managing our current clients while actively developing new clientele.

Your mission

You will support private and professional clients in all their insurance needs.

Your activities notably include:

• Advising and managing an existing client portfolio
• Acquiring and developing new clients
• Scheduling appointments and visiting clients directly
• Comprehensive analysis of insurance needs
• Proposing solutions tailored to each situation
• Preparing, presenting, and concluding offers
• Developing long-term relationships with clients
• Client retention and regular portfolio follow-up
• Developing your own professional and commercial network

You will work in various insurance fields, including:

• Life and provident insurance
• Non-life insurance
• Vehicle insurance
• Household and liability insurance
• Building and real estate insurance
• Health and supplementary insurance, according to required authorisations
• Business and SME insurance
• Professional and corporate liability insurance
• Property, asset, and personal insurance
• Provident solutions for individuals and companies

The goal is to offer our clients comprehensive advice for both their private and professional needs.

Your profile

We are primarily looking for a commercial personality, comfortable with human contact and motivated by client development.

Ideally, you have:

• Experience in insurance, consulting, or sales
• AFA certification as an insurance intermediary or an equivalent recognised qualification allowing you to practise in Switzerland
• Any necessary registrations or authorisations required to operate as an insurance intermediary
• Excellent ability to build and maintain trustful client relationships
• A strong commercial temperament and a taste for prospecting
• An autonomous, organised, and results-oriented working method
• A professional appearance and good communication skills
• Good knowledge of the region's economic and social fabric, which is an advantage
• A driving licence and mobility to visit clients

Fluency in French is essential.

Knowledge of Portuguese is a real asset, especially for developing and managing part of our clientele.

Any other language is also welcome.

What we offer

• An existing client portfolio allowing you to start immediately
• Significant potential for new client development
• An activity covering many insurance fields
• A clientele composed of individuals, self-employed, and companies
• Great autonomy in organising your activity
• Work mainly focused on advice and client contact
• An entrepreneurial and flexible environment
• Significant development potential
• Attractive remuneration based on commissions and results

Your success directly depends on the development and management of your portfolio: we are therefore looking for a person motivated by commercial activity and remuneration linked to performance.

Would you like to join us?

Do you enjoy client contact, have a true commercial spirit, and wish to develop your activity in the insurance field with great autonomy?

We look forward to receiving your application file including your CV, work certificates, as well as your diplomas and certifications in the insurance field.