<p><div>Your area of responsibility</div><br><ul><li>Monitoring and maintaining relationships with existing clients</li><li>Acquisition of new clients through systematic market prospecting</li><li>Providing comprehensive advice on insurance and finance</li><li>Development and sale of tailor-made solutions in the fields of insurance and wealth accumulation</li><li>Representing our company in the sales sector</li><li>Referring business to our cooperation partners</li></ul></p><br><p><div>Your strengths</div><br><ul><li>Passing the branch-specific exam (AFA insurance intermediary, certified insurance and pension advisor IAF) or higher level of education</li><li>Proven sales experience in the insurance and finance sector</li><li>Strong sales and advisory skills</li><li>High motivation, goal- and performance-oriented approach</li><li>Entrepreneurial spirit, resilience, sociable character</li></ul></p><br><p><div>Company description</div><br>Through personalized advice on insurance and finance, we support people in preparing their financial future at all stages of their lives and enable them to build their financial independence to live according to their own choices</p><br>
VON POLL Immobilien Schweiz AG
Key information
- Publication date:10 October 2025
- Workload:100%
Job summary
Join our team in a role focused on client relations and business growth. Enjoy a supportive work environment and great benefits!
Tasks
- Maintain and nurture existing client relationships effectively.
- Drive business acquisition with our cooperation partners.
- Provide personalized advice in finance and insurance.
Skills
- AFA insurance certification or higher education required.
- Proven sales experience in the business sector essential.
- Resilience and sociable character are key assets.
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Your area of responsibility
- Monitoring and maintaining relationships with existing clients
- Referring business to our cooperation partners
Your strengths
- Passing the AFA insurance exam, certified insurance and pension advisor (IAF) or higher level of education
- Proven sales experience in the business sector, resilience, sociable character
Company description
Through personalized advice on insurance and finance, we support people in preparing their financial future at all stages of their lives and enable them to build their financial independence to live according to their own choices