Specialist in Pension and Financial Planning

Do you want to support people in securing their financial future? Then you have come to the right place! In the general agency in Zürich, a versatile task awaits you in the area of investment solutions, financial and pension planning – with plenty of creative freedom and development potential. Specialist in Pension and Financial Planning (80 – 100%) : You advise our customers in the area of financial and pension planning and thus develop solution concepts in the area of life insurance and investments You conduct professional specialist presentations in the subject area of financial and pension planning, especially at our pension planning events You accompany the customer advisors in the sales process You succeed in building partnerships and acquiring new customers through your winning manner You manage and maintain an existing portfolio of various investments What you bring with you: At least 3 years of successful sales activity in the field of pension, investments or financial planning Certification as a financial planner or comparable completed further education (e.g., university, FH, etc.) Flexible and resilient personality who always maintains an overview even in hectic situations Customer-oriented personality with strong assertiveness, who completes their tasks independently and reliably Above-average social competence and a winning appearance Excellent German skills in spoken and written form, any further foreign language is an advantage Where you work: You work at our location in Seefeld (Zürich). Your contact: Become curious? Then our Head of Pension, Silas, looks forward to your application or your call for an initial introduction. jpid2bdf992jm jit0625jm jiy26jm