About David
English
Conversational
French
Native or bilingual
Experience
- AGENT GENERAL EXCLUSIF AXA PREVOYANCE ET PATRIMOINEIndependent General AgentBANKING AND INSURANCEJanuary 2015 - Today (11 years and 5 months)Auvergne-Rhône-Alpes, FranceHello to you who are reading this description.The world of insurance is exceptional but unfortunately unloved. Years ago, before going independent, I had this ready-made phrase "insurance=thief".... That's what I told Axa when they first contacted me to offer me to be independent in the field of personal insurance.Like many people, I had a problem with an insurer I wasn't happy with. But being curious, I wanted to know more about this project and this profession, which I didn't know at all except through that bad experience.So I had to find the interest in going into this activity, and after several months, I found it.... it was about people!! I am attached above all to people, and the main focus of this profession was right in front of me from the beginning. At that moment, my vision and my approach to the profession changed, and the clients felt it and followed me.With me, they know they can trust the solutions put in place. These are the solutions they need, and I will follow and support them over time. They know that I am transparent with them, and that if a solution is not adapted to the current situation, I will say so. Through this transparency and my clear and simple explanations, they recommend me to their private and professional circles. Because they know that I will not "sell for the sake of selling" and that they know I will not engage in forced sales.I tell people I meet, "if you sign with me and Axa, it's because you have understood the benefit for you of implementing this solution, not mine".Out of 10 people I meet, 8 have implemented solutions that are no longer or never were adapted to their professional and private situation, and which remain without follow-up. I want to bring a new perspective to insurance and make people understand that we can work together, hand in hand, and above all with complete transparency and trust.This is the main essence of my job, which makes me love what I do because I find there is an almost public utility in meeting us.I invite you to experience a personalized assessment of your professional and/or private situation regarding protection, health, savings, retirement, dependency, wealth transfer, loan insurance, banking, and tax optimization for individuals as well as for groups.My professionalism, my analysis, my expertise, and my advice will provide a precise vision of your situation and offer you tailor-made solutions for your business, your family, and at the right price..... but only if you wish and if there is a benefit for you.See you soon.David Saunier
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Education
- Business SchoolESC Rouen1998
- Wealth ManagerAxa2017Possibilité de proposer des solutions immobilières de défiscalisation type Pinel
Skill set
Categories
- Other