Financial and Investment Expert
Provia Personal AG
- Employment type
- Full-time
- Location
- Zürich
In the canton of Schwyz, we are looking for a Financial and Investment Expert.
What You Do
Need-oriented and professional consulting of customers in the financial and pension provision sector
Acquisition of customers and building up a customer base
Representation of our company at events and in direct customer contact
Care and management of your own customer portfolio through regular customer visits and personal care
What You Bring
Completed vocational training (Commercial Basic Training) with 2 to 3 years of experience as an advisor in the finance, insurance or pension sector
Insurance broker VBV All Branches of advantage
Very good German language skills (additional language skills of advantage)
Winning personality, high willingness to work
Independent, committed and goal-oriented way of working
Very good IT skills (MS Office)
Automatically translated from the original.
Posted 2 days ago
This role also appears on