Conseiller commercial référent Entreprises (F/H)

Swisslife Assurance Et Patrimoine; Puteaux; À distance; EUR 40 000 - 60 000; Plein temps

Résumé du poste

Une entreprise leader dans l'assurance et la gestion de patrimoine recherche un conseiller commercial pour développer un portefeuille clients en Île-de-France. Vous serez responsable de la prospection et de la formation d'autres conseillers, tout en offrant des solutions personnalisées à vos clients. Ce poste requiert au moins 5 ans d'expérience dans le domaine et une forte capacité à travailler de manière autonome, soutenu par une équipe d'experts.

Qualifications

• Au moins 5 ans d'expérience continue en vente sur le terrain dans l'assurance personnelle.
• Expertise en protection sociale reconnue par les clients.
• Capacité à gérer des situations imprévues.

Responsabilités

• Développer et maintenir un portefeuille clients.
• Former et animer des conseillers commerciaux.
• Prospecter de nouveaux clients par approche directe.

Connaissances

Prospection

Conseil

Autonomie

Description du poste

Living your own life with Swiss Life

Swiss Life is a leading player in insurance and wealth management, recognized as a private asset management insurer. Our approach covers life insurance, private banking, financial management, as well as health, provident, and damage insurance.

We adopt a global approach, accompanying each individual's life journey—personal and professional. Through personalized advice, based on proximity, listening, and pedagogy, we build trust with each of our customers, both individuals and companies.

As a responsible company, we are committed to sustainable development, aiming to enable current and future generations to live according to their own choices.

#YourLife

Your daily activities:

Within a mobile activity area close to your home, you are responsible for developing and maintaining your client portfolio. You market our products in life insurance, provident schemes, and financial investments.

Your missions:

- You are recognized as the expert in serving professionals and businesses, and as such:

o You support, train, and animate commercial advisors and/or general agents in this market

o You engage with prescribers, accountants, lawyers, professional organizations, etc. (training, participation in professional meetings, etc.)

- You seek new clients:

o By targeted prospecting through direct approach

o By building your network of prescribers (accountants, etc.)

- You develop recommendations

- With your expertise, you advise and retain clients by offering personalized solutions that adapt to their evolving needs.

Note: The list of missions is not exhaustive.

Your profile:

If there's one thing you can't choose in life, it's your first name. However, you can decide to make a name for yourself:

§ You are an expert in social protection, and your clients recommend you for the quality of your advice and follow-up?

§ You are a proactive, personable individual?

§ You enjoy working with a trusting manager who promotes autonomy?

§ You naturally serve as a reference within a team and enjoy sharing your knowledge?

§ Your working methods enable you to handle unforeseen situations?

Finally, you have at least 5 years of continuous experience as a field sales professional in personal insurance, with proven prospecting skills.

If you answered yes to all these questions, consider making a name for yourself!

Your environment:

As a sales advisor, you are attached to our regional management in IDF. You join a team of 5 people, supported by a nearby manager and industry experts.

You work remotely from home.