Sales Support Pension & Finance 60-80%

Sales Support Pension & Finance (w/m/d) 60-80% Live your ambitions Zürich Swiss Life AG Live versatility Your area of responsibility The telephone contact with existing and potential customers to arrange consultation appointments is within your area of responsibility You coordinate and plan consultation appointments for our advisors and ensure efficient appointment organization The maintenance, updating and management of customer data as well as the documentation of conversation content and customer activities in the CRM system are part of your daily work In close cooperation with the advisors, you support marketing and contact campaigns and contribute to a professional customer approach With a view to quality and efficiency, you actively contribute to the optimization of telephony, CRM and administration processes Live potentials Your strengths Joy in telephone contact with people as well as a pronounced customer and service orientation characterize you Ideally, you bring experience in customer service, contact center, reception or in appointment scheduling and feel comfortable in a strong communication role Your way of working is independent, structured and reliable. Even in a dynamic environment, you maintain an overview and set priorities in a targeted manner A high affinity for digital working tools enables you to handle common IT applications and CRM systems confidently; in addition, you bring interest in the finance and pension industry Stylistically secure German language skills in speaking and writing enable you to communicate professionally with customers; further language skills are an advantage Your contact Bärtsch Talent Acquisition Partner About Swiss Life With our individual pension and financial advice, we accompany people in all situations in life in preparing for their financial future and support them in shaping their life with financial self-determination. For recruitment agencies Swiss Life does not accept unsolicited application dossiers from recruitment agencies for this position. Only applications that were submitted via the recruitment agency portal after prior arrangement will be considered. Any responsibility is rejected for unsolicited applications as well as any fees/costs incurred. Thank you very much for your understanding. jpid4de8916jm jit0729jm jiy26jm