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AXA

Global insurer offering life, property, casualty

Conseiller-ère en prévoyance et en finance à Delémont

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeDelémont, SwitzerlandNo salary listed

About the Job

Requirements

  • A professional diploma and initial experience in the service sector, particularly consulting and sales.
  • Knowledge of the service, insurance, or banking sector and a strong affinity for financial and pension products.
  • A service-oriented approach and ability to build relationships, find solutions for clients, and adapt to different situations.
  • Ability to work autonomously and toward objectives.
  • Residence within the relevant business area, strong knowledge of the local economy, and an established regional network.
  • Fluency in spoken and written French.
  • Ease using common computer systems and learning new digital tools.

Responsibilities

  • Provide personalized advice on individual and collective pension solutions to clients at their homes, at the agency, or by telephone.
  • Advise clients on mortgages and investments.
  • Retain clients and develop a personal client portfolio.
  • Acquire new clients to grow the portfolio in the region.
  • Place other AXA products, including non-life and health insurance.
  • Complete administrative tasks related to the role using AXA support structures and client-tracking tools.

Desired Qualifications

  • Experience in personal insurance is welcome.
  • Knowledge of other languages is an advantage.

About the Company

AXA

Global insurer offering life, property, casualty

AXA is a global insurer and asset manager that provides life, health, and property and casualty insurance, as well as related financial services. Its products work by customers paying insurance premiums in exchange for coverage against risks; AXA pools risk across many policyholders, prices premiums based on risk, and pays claims when events occur, while also offering investment and retirement products through its asset management arm. The company has grown through large acquisitions, giving it a wide geographic footprint and a diverse mix of personal, commercial, and specialty insurance offerings. This scale and breadth set AXA apart from many competitors, alongside a long history of strategic mergers that expanded its reach to customers around the world. AXA’s goal is to be a leading global insurer and asset manager, delivering financial protection and long-term value to customers and stakeholders.

Company size
10,001+
Company stage
IPO
Headquarters
Paris, France
Founded
1816

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