Retirement Client Consultant

il y a 3 semaines


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

Job Title: Retirement Client Consultant

Company: AG2R LA MONDIALE

As a Retirement Client Consultant at AG2R LA MONDIALE, you will play a pivotal role in delivering comprehensive support across various channels (face-to-face, telephone, and digital documentation) to both current employees and prospective retirees.

Key Responsibilities:

  • Guide prospective retirees in the preparation of their retirement documentation by offering personalized insights on different retirement plans.
  • Educate clients about their entitlements, ensuring that all necessary information and documentation are complete, while overseeing the file management process.
  • Assist with logistical, administrative, and technological tasks within the organization.
  • Work in close partnership with the call center to address customer inquiries effectively.

Qualifications and Skills Required:

A minimum of a bachelor's degree is required, along with prior experience in customer relations. Excellent communication abilities, a strong focus on customer service, a systematic approach to processes, and effective prioritization skills are essential. Familiarity with retirement plans and regulations will be advantageous.

Essential Attributes:

Your ability to connect with clients, a customer-centric approach, enthusiasm, meticulous attention to detail, and strong organizational skills are vital 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 necessary for this role.



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