Role
Build and retain portfolios of individual customers, self-employed workers and very small companies for a dedicated geographic sector. Support their plans, giving them advice on the various products and services in the personal risk, retirement and savings range.
Responsibilities
- Lead the sector's sales activity in order to meet the targets set.
- Negotiate and conclude contracts in accordance with the company's ethics rules and prudential standards.
- Organise and optimise your trips and client visits and generate sales.
- Regularly report on results.
Requirements
Business training with two to five years' higher education.
At least three years' experience in personal insurance sales, personal income taxation and wealth analysis.
A driver's licence is essential for this position as it involves travel. Company car, laptop and mobile phone provided.