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IAF Financial Advisor Pension - 100% Remote

Spotted

Employment type
Full-time
Location
Zürich · Remote possible
Company
Spotted, 8047 Zürich
First posted
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IAF Financial Advisor Pension (m/f/d) - 100% Remote As an IAF Financial Advisor Pension (m/f/d), you advise clients on retirement provision - 100% Remote, without cold calling, with attractive earning opportunities and fixed appointment scheduling! IAF Financial Advisor Pension (m/f/d) - 100% Remote For our client, an established and innovative company in the field of retirement provision and financial advisory, we are looking for a committed personality as an IAF Financial Advisor Pension (m/f/d). You benefit from a decisive advantage: starting from your first day of work, you will receive qualified advisory appointments. The clients have already expressed interest and arranged an appointment - you can concentrate fully on the advisory process without having to invest time in cold calling. If you want to accompany people in important financial decisions and appreciate a modern, digital way of working, an attractive career perspective with above-average earning potential awaits you. Your tasks Advising private clients regarding retirement provision and pension planning Analysis of the personal and financial situation of the clients Development of individual solutions in the area of vested benefits (2nd pillar) Conducting personal or digital advisory meetings Building long-term and trusting client relationships Independent planning and organization of your advisory appointments Participation in team meetings and internal training What awaits you Fixed salary as well as attractive performance-related commissions 13th month salary 5 weeks vacation 100% Remote work outside of client appointments Company vehicle, laptop and smartphone Fully organized advisory appointments - no cold calling Modern CRM and advisory systems Flexible working hours and high degree of personal responsibility Long-term permanent employment in a growing company Appreciative corporate culture with regular team events and development opportunities Your profile Completed training as an IAF Financial Advisor (necessary) Experience in financial advisory, pension advisory or wealth advisory Knowledge in the area of retirement provision, vested benefits solutions or 2nd pillar is an advantage Swiss German at native level as well as German knowledge at at least B2 level Driver's license category B Independent, structured and customer-oriented way of working Strong communication skills and enjoyment of personal advisory Entrepreneurial thinking as well as high self-motivation Have we aroused your interest? Then we look forward to receiving your complete application documents including CV as well as relevant certificates and diplomas. We will review your documents carefully and look forward to getting to know you. jpid291abc2jm jit0728jm jiy26jm

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