Retirement Advisory Customer Consultant

il y a 3 semaines


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

Position: Retirement Customer Adviser

Location: Marseille, France

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

Key Responsibilities:

  • Guide future retirees in the preparation of their retirement documentation by offering customized 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 agency.
  • Work closely with the call center to address customer inquiries effectively.

Qualifications and Skills:

Applicants should possess at least a bachelor's degree and have prior experience in customer relations. Essential skills include excellent communication, a strong customer service focus, a systematic approach to processes, and the ability to prioritize tasks. Familiarity with retirement plans and legal frameworks is advantageous.

Essential Attributes:

Strong interpersonal skills, a customer-centric approach, enthusiasm, meticulous attention to detail, and 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 required for this role.



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