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David SaunierDS

David Saunier

Independent General Agent for Protection & Wealth

€150/day
Vienne, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About David

My firm specializes in the financial protection of individuals. That is to say, everything related to death, work accidents, disability, and health. But also to the preparation of your retirement, your savings, your tax optimization, as well as your borrower's insurance.

I also offer advice and protection for your business and all your employees. Solutions such as executive protection, key person insurance, employee protection and health insurance, PERCO, and PEE can meet your needs.

I place people at the center of my activity because without people, everything you have built is worthless. Today, I too often meet people who have subscribed to various insurances that do not meet their needs. Too many people trust their contracts but are not reviewed annually and are not tailored enough. This can lead to serious consequences in case of problems, which neither you nor I are immune to.

I assure you professionalism, advice, and solutions that are only useful to you. I will know how to say no to certain insurances that do not suit you.

Let's meet very soon because the protection of human beings cannot wait.

David Saunier
ORIAS Number: 15002662
  • English

    Conversational

  • French

    Native or bilingual

Can work on-site
Vienne (up to 50km), Lyon (up to 50km), Saint-Chamond (up to 100km)

Experience

  • AGENT GENERAL EXCLUSIF AXA PREVOYANCE ET PATRIMOINE
    Independent General Agent
    BANKING AND INSURANCE
    January 2015 - Today (11 years and 5 months)
    Auvergne-Rhône-Alpes, France
    Hello 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
    Individual Protection & Health Insurance Business Protection & Health Insurance Executive Protection Key Person Individual & Group Retirement Partnership Protection Individual & Group Savings Loan Insurance Dependency Banking Tax Optimization Social & Wealth Assessment Listening Analysis Advice Personal Insurance

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Education

  • Business School
    ESC Rouen
    1998
  • Wealth Manager
    Axa
    2017
    Possibilité de proposer des solutions immobilières de défiscalisation type Pinel

Skill set

Categories

  • Other