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Job description
As a Heritage Advisor, you will be responsible for creating, developing, and retaining a portfolio of heritage clients. You will lead targeted prospecting actions to meet your clientele and benefit from high-performance marketing tools.
You will perform a complete heritage audit, recommend appropriate and diversified solutions, and rely on a complete financial offer and a heritage engineering service to best meet the needs of your clientele.
You will benefit from sustained training (legal, fiscal, and commercial) and the accompaniment of a tutor within your agency.
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Finance • Healthcare
Groupe APICIL is a leading French mutual insurance company dedicated to providing comprehensive financial security and well-being solutions. For over 80 years, they have served 2.2 million individuals and 57,000+ businesses with tailored products in health insurance, life & disability insurance, savings, and retirement planning. APICIL distinguishes itself through a commitment to close client relationships, social responsibility, and innovation. As a company consistently recognized as a ‘Great Place to Work,’ APICIL fosters an inclusive and collaborative environment where employees are empowered to grow and contribute to a meaningful mission: supporting lives at every stage.