Savings and Investment Insurance Sales Representative

About the role

We are looking for Savings and Investment Managers with a Commercial DNA!

Do you come from the banking or insurance sector and are you ready to take a strategic step in your career?

Join a leading insurance company in the market, specialized in family protection, and in the midst of a national expansion process. This is your opportunity to grow, contribute, and evolve in a solid project with a forward-looking vision.

What you'll do

As a Savings and Investment Manager, you will play a strategic role with direct impact on the business. Your responsibilities will include:

- Actively acquiring new clients with investment potential.

- Comprehensive financial advisory, focused on savings and investment products.

- Managing and retaining a portfolio of high-net-worth clients.

- Personalized needs analysis and ongoing support.

- Generating commercial opportunities through networking and structured follow-up.

What we're looking for

- Requirements:

3 to 5 years of experience in commercial roles.

Experience with life insurance, savings, and investment products.

Ability to manage a portfolio and generate new business.

A clear results-oriented profile, with initiative and a growth mindset.

Nice to have

• Desirable requirements:

CAF certification or equivalent.

Completed university studies.

Own vehicle.

• Key skills:

Persistence and discipline in achieving goals.

Effective organization and planning skills.

Active listening and empathetic ability to provide personalized advice.

Skill in building solid and lasting commercial relationships.

What you'll get

Competitive salary with attractive performance-based bonuses.

22 working days of vacation and 2 personal days.

Life insurance and company contribution to a savings product, as established by the collective agreement.

Flexible compensation plan: Health insurance, childcare, transport card, and training.

Employee discounts at various brands.

Wellness plan: Nutrition programs, webinars to promote a healthy lifestyle, virtual workshops on relaxation techniques, yoga, and smoking cessation.

Join a leading company with strong backing and prestige in the sector.

Real opportunities for professional growth: in our expansion, the next supervisors will come from this team.

Autonomous role backed by Salesforce as a work tool.

Structured onboarding: 2 weeks of support with your Coordinator + ongoing training with senior managers.

Functional autonomy from day one, with structured support.

Excellent professional environment and a culture focused on talent development.