CONSEILLER ASSURANCES - ACCOMPAGNEMENT RESEAU PATRIMONIAL (F/H)
Core
Support wealth management advisors and their clients in making insurance decisions for high-value assets.
Role type
Insurance advisor (wealth management support)
Builds
Insurance contracts for property and life
Domain
Insurance / Wealth Management
Required skills
Insurance fundamentals, client relationship management, sales, contract management, network coaching
Preferred skills
Banking experience, communication, service orientation, team spirit
Technologies
Insurance tools, CRM
Responsibilities
Support advisors in subscribing and managing property and life insurance contracts, commercialize insurance contracts to develop client equipment, identify tailored solutions, follow up on client acts, contribute to network professionalization, propose client journey improvements
Seniority
Mid-level (2-5 years experience)