Bsafe Invest AG

Insurance

• Advise and support private and corporate clients in the areas of insurance, retirement planning, and wealth accumulation.
• Analyze client needs and develop tailored solutions.
• Build and maintain your own client portfolio.
• Conduct client and advisory meetings on-site, by phone, or digitally.
• Service existing clients and acquire new customers.
• Prepare quotes and support the entire closing process.
• Maintain client data and documentation in the CRM system on an ongoing basis.

Insurance & Pension Advisor, VBV Certification