Retirement Planning Commercial Advisor
il y a 4 semaines
Company Overview:
Supplay Limoges is a prominent entity in the temporary employment and recruitment industry, dedicated to fostering a culture of respect and excellence. Our mission is to align the expectations of our clients and temporary staff with agility while providing comprehensive support for their recruitment requirements. We take pride in being the first temporary employment firm to receive an 'exemplary' rating for our RSE 26000 policy from AFNOR certification.
Position Overview:
As a Commercial Advisor Specializing in Retirement Planning, you will play a crucial role in a vibrant and forward-thinking organization. This position offers a platform to leverage your financial advisory expertise and assist clients in optimizing their retirement strategies.
- Identify and engage a clientele of professionals, including self-employed individuals, artisans, and liberal professions.
- Develop and enhance the client portfolio while expanding the network of key influencers such as accountants, business lawyers, and notaries.
- Conduct sales consultations utilizing a strategic commercial approach.
- Provide tailored solutions following a comprehensive diagnostic assessment.
- Maintain client relationships by supporting their projects and suggesting new coverage options that adapt to their changing needs.
- Document commercial activities for the supervisor and ensure all contacts and collected data are updated in the CRM system.
- Participate in training sessions and team meetings.
Candidate Profile:
- Solid understanding of prospecting techniques and sales methodologies.
- Familiarity with a variety of financial products and services.
- Comprehension of market dynamics and contract lifecycle stages.
- Proficient in office software and computer applications.
- Expertise in sales techniques and negotiation skills.
- Strong analytical and synthesis abilities.
- Excellent communication skills.
- Organizational and adaptive capabilities.
- Entrepreneurial mindset with a passion for challenges.
- Ability to negotiate effectively.
- Intellectual curiosity and a commitment to continuous learning.
- Demonstrated perseverance and independence.
- Strong listening skills.
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Retirement Planning Commercial Advisor
il y a 4 semaines
Limoges, Nouvelle-Aquitaine, France SUPPLAY LIMOGES Temps pleinCompany Overview:Supplay Limoges is a prominent entity in the temporary employment and recruitment industry, renowned for its commitment to respect and excellence. We adeptly balance the expectations of our clients and temporary employees, providing them with the necessary support in their recruitment endeavors. Our organization has been recognized as the...
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