Insurance Advisor (F/M)
Your role
- Interact with our mortgage teams and support them in the client advisory process by identifying opportunities of financing optimisation
- Conduct and explain analysis of insurance solutions in financing planning
- Suggest solutions of costs spreading in accordance with the client’s needs and objectives
- Suggest solutions of retirement planning
- Contact prospective clients interested in a real estate project in order to prepare their future financing
- Maintain client relationships and manage a client portfolio
- Develop and maintain a network of business introducers when it comes to mortgages and insurance solutions
Your profile
- Mastery of insurance solutions domain (system, laws, fiscality)
- Knowledge of structure and functioning of mortgage financing
- Knowledge and mastery of insurance products
- Analytical capacity towards a client case and ease at detecting potential opportunities of sale
- Active listening skills and strong communication
- Teamspirit and sense of entrepreneurship
- Interest in developing our own customer relationship management tool
Prerequisites
- AFA certification at a minimum, IAF certification would be a plus
- 5 years of experience in a similar position
- Perfect command of French, at least B2 in English. German or Italian would be a plus
Our advantageous package
- Fixed salary and variable salary + quarterly bonus
- Stimulating working environment in a dynamically changing company focused on digital
- Digital platform supporting the advisory process to deliver an extraordinary experience to the client
- Collaboration with the largest network of business introducers in Switzerland
- Access to paid training and certification
If this sounds interesting to you or you would like to know more about job opportunities at Resolve, do not hesitate to contact us via e-mail to: hr@resolve.ch.