Financial Planner General Agency Martigny (m/f/d) 100%

Do you enjoy human contact and have a true sense of service? Are you looking for an employer who truly rewards your performance?

Then become a Financial Planner in our general agency and join Allianz, one of the most successful insurance companies in the world. In this rewarding role, you have the opportunity to actively participate in building your future.

Financial Planner General Agency Martigny (m/f/d) 100%

How we shape your future together

• You oversee the financial planning activities of all the agency's advisors.
• You support colleagues during appointments, organise sessions aimed at boosting retirement planning, and secure reinvestments of clients' capital through our financial and investment product solutions.
• You maintain a client portfolio entrusted to you and develop it further through your own network.
• You place great importance on comprehensive advice and long-lasting trust-based relationships with clients.
• You always define the best solutions for them on a case-by-case basis.

What awaits you: a varied daily job

• You perform varied tasks relying on a full range of products within a stimulating corporate culture.
• You will benefit from optimal integration through well-structured induction and numerous continuing education opportunities.
• You can earn an attractive salary thanks to our performance-based model and achievable commission targets.
• You will have many client contacts in a varied daily job that offers great flexibility.
• You will work for a globally renowned player, also distinguished by its regional roots and commitment.
• You will enjoy considerable freedom in organising your work and can assert your entrepreneurial spirit.
• You can rely on a wide range of innovative and competitive pension and investment products: a solid foundation for success in your advisory role, which will also contribute to the variety of your work.

What we expect from you

• You hold the federal diploma as a financial planner.
• You have several years of professional experience in financial planning advice, either in a bank, an insurance company, or a specialised planning firm.
• With a winning temperament, you have a customer-oriented mindset and demonstrate resilience and client focus.
• You are quick-witted and have good IT skills.
• You show initiative and commitment.
• You have easy contact and strong social skills.
• You are capable of organising and conducting training sessions.
• You are well rooted in your region and enjoy maintaining and developing a network.
• An advantage is experience in supervising and supporting colleagues.

Would you like to join our team? Then don’t hesitate! We look forward to receiving your application.

Maxime Marcoz, our Head of Pension & Finance, is available by phone at 058 / 357.62.12 or by email at maxime.marcoz@allianz.ch to answer your questions.

Allianz Switzerland
General Agency Eric Marchal
Attn. Maxime Marcoz
Rue de la Poste 3
1920 Martigny

More information at www.allianz.ch/service-externe