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Experienced Customer Advisor for Premium Clients

Il y a 2 mois


AixenProvence, Provence-Alpes-Côte d'Azur, France Société Générale Assurances Temps plein

Your Mission: Empowering Clients Through Financial Expertise

As an Experienced Customer Advisor, you'll play a pivotal role in guiding our premium clients towards achieving their financial goals. You'll be a trusted advisor, providing personalized solutions and expert guidance across a range of financial products and services.

Key Responsibilities:

  • Provide comprehensive advice to clients on mortgages, insurance, savings plans, and investment opportunities, tailoring recommendations to their unique needs and aspirations.
  • Promote our digital banking platform and tools, empowering clients to manage their finances efficiently and securely.
  • Conduct thorough financial analyses, assessing client situations and identifying potential risks associated with financial decisions.
  • Collaborate seamlessly with specialized advisors, such as wealth management experts and commercial specialists, to deliver comprehensive and tailored solutions.
    • Contribute to the growth of our agency by actively prospecting for new clients and nurturing existing relationships.

    Your Profile: A Blend of Expertise and Client Focus

    We seek a highly motivated individual with a passion for finance and a genuine desire to help clients succeed. You possess exceptional communication and interpersonal skills, enabling you to build strong rapport and trust with clients.

    You are results-oriented, with a proven track record in sales, negotiation, and client relationship management. Your deep understanding of banking products and financial principles will be instrumental in providing insightful advice.

    Join Société Générale Assurances: A World of Opportunities

    At Société Générale Assurances, we offer a dynamic and rewarding work environment where you can develop your skills and advance your career. We are committed to fostering a culture of excellence, collaboration, and innovation.