Bsafe Invest AG

Insurance

• Advise and support private and business clients in the areas of insurance, pension planning, and wealth building.
• Analyze client needs and develop tailored solutions.
• Build and maintain your own client portfolio.
• Conduct client and advisory meetings on-site, by telephone, or digitally.
• Support existing clients and acquire new ones.
• Prepare quotations and guide clients through the entire closing process.
• Continuously maintain client data and documentation in the CRM system.

Explore Insurance & Pension Planning Advisor, VBV Certification at Bsafe Invest AG. Review requirements and application details.