Retirement Advisory Customer Consultant

il y a 3 semaines


Marseille, Provence-Alpes-Côte d'Azur, France AG2R LA MONDIALE Temps plein

Position: Retirement Customer Consultant

Location: Marseille, France

As a Retirement Customer Consultant at AG2R LA MONDIALE, you will play a vital role in delivering comprehensive support through various channels (face-to-face, telephone, and digital file management) to both current employees and prospective retirees.

Key Responsibilities:

  • Guide prospective retirees in the preparation of their retirement documentation by offering personalized guidance on different retirement plans.
  • Educate clients about their entitlements, ensure the accuracy of information and necessary documentation, and oversee the file processing.
  • Assist with logistical, administrative, and IT-related functions within the organization.
  • Work in close collaboration with the telephone support team to address customer inquiries effectively.

Qualifications and Skills:

Applicants should possess at least a bachelor's degree and have prior experience in customer relations. Excellent communication abilities, a strong customer service focus, a systematic approach to processes, and effective prioritization skills are essential. Familiarity with retirement plans and regulations will be advantageous.

Essential Attributes:

Strong interpersonal skills, a customer-oriented approach, enthusiasm, meticulous attention to detail, and organizational proficiency are critical for success in this position. A collaborative spirit and proficiency in office software are also important.

A valid driver's license and access to a vehicle are required for this role.



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