Insurance Sales Advisor

Our client, a recognised and dynamic player in the field of insurance and provident schemes in Switzerland, is currently seeking their future commercial talent to strengthen their Lausanne agency. Are you a customer advisory expert, strongly rooted locally, and looking to give a new impetus to your career? Join a passionate and success-oriented team!

Your missions:

• Acquisition and development: Actively prospect new clients (private and/or businesses) in the Lausanne region and its surroundings.

• Personalised advice: Analyse clients' needs and propose tailor-made solutions in terms of provident schemes, health, or wealth.

• Loyalty: Manage and develop an existing client portfolio by ensuring high-quality follow-up.

• Representation: Participate in local events to maintain and expand your professional network.

• Administration: Ensure rigorous follow-up of offers, contracts, and client files.

• Certification: You hold the AFA diploma (ideal)

• Experience & Network: You have successful experience in insurance and possess a solid local network in the Lausanne region.

• Languages: Native French speaker, proficiency in one or more other languages (English, German, Italian, etc.) is considered a great asset for this diverse clientele.

• Personality: You are an autonomous, results-oriented person, with excellent presentation skills and a strong sense of listening.

• Mobility: Ideally, you reside in the Lausanne region and hold a valid driving licence.