Retirement Planning Sales Consultant

il y a 4 semaines


Limoges, Nouvelle-Aquitaine, France SUPPLAY LIMOGES Temps plein

Company Overview:
Supplay Limoges is a prominent entity in the temporary employment and recruitment industry, renowned for its commitment to respect and excellence. We strive to meet the expectations of both our clients and temporary employees, providing them with the necessary support in their recruitment endeavors. Supplay is distinguished as the first temporary staffing firm to receive an "exemplary" rating for its RSE 26000 policy from AFNOR certification.

Position Overview:
As a Commercial Advisor specializing in Retirement Optimization, you will play a crucial role in a vibrant and forward-thinking organization. This position offers a platform to demonstrate your expertise in financial advisory and assist clients in achieving their retirement goals effectively.

  • Identify and engage a clientele comprising professionals such as self-employed individuals, artisans, and liberal professions.
  • Develop and enhance the client portfolio while expanding the network of key influencers, including 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 proposing new coverage options that align with their evolving requirements.
  • Document commercial activities for management review and ensure all client interactions and data are accurately recorded in the CRM system.
  • Participate in team meetings and training sessions to enhance skills and knowledge.

Candidate Profile:
The ideal candidate will possess:

  • A solid understanding of prospecting techniques and sales methodologies.
  • Familiarity with a variety of financial products and services.
  • A comprehensive grasp of market dynamics and the stages of contract lifecycles.
  • Proficiency in office software and computer applications.
  • Strong sales techniques and negotiation skills.
  • Analytical thinking and synthesis capabilities.
  • Excellent communication and interpersonal skills.
  • Organizational skills and adaptability.
  • An entrepreneurial mindset with a passion for challenges.
  • Resilience and the ability to work independently.
  • Strong listening abilities.


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