IBM Research GmbH
Zurich
3 days ago
<p><div>Your area of responsibility</div><br><ul><li>Monitoring and maintaining relationships with existing clients - Acquiring new clients through systematic market prospecting</li><li>Providing comprehensive advice on insurance and finance</li><li>Developing and selling customized solutions in the areas of insurance and wealth accumulation</li><li>Representing our company in the sales sector</li><li>Referring business to our cooperation partners</li></ul></p><br><p><div>Your strengths</div><br><ul><li>Completed training / further education in investment topics</li><li>Proven sales experience in the insurance and finance sector</li><li>Professional experience in investment topics</li><li>Strong sales and advisory skills</li><li>High motivation, goal- and performance-oriented approach</li><li>Entrepreneurial spirit, resilience, sociable character</li></ul></p><br><p><div>Company description</div><br>Through personalized advice on insurance and finance, we support people in preparing their financial future at all stages of life and enable them to build their financial independence to live according to their own choices</p><br>
- 30 January 2026
- 100%
- Zurich
Job summary
Join a leading financial advisory firm dedicated to client success. Enjoy a dynamic work environment with growth opportunities.
Tasks
- Maintain and nurture existing client relationships effectively.
- Drive business acquisition with our cooperation partners.
- Support clients in building financial independence throughout life.
Skills
- Completed training in placement themes; proven sales experience.
- Strong resilience and a sociable character are essential.
- Ability to provide personalized financial advice.
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About the job
Your area of responsibility
- Monitoring and maintaining relationships with existing clients - Referring business to our cooperation partners
Your strengths
- Completed training / further education in investment topics
- Proven sales experience in the company sector, resilience, sociable character
Company description
Through personalized advice on insurance and finance, we support people in preparing their financial future at all stages of life and enable them to build their financial independence to live according to their own choices