Sales Manager Mortgages & Pension

Strike Advisory is a brokerage company for mortgages and insurance. We support property buyers and owners in purchasing or renewing their mortgage and assist them in all matters related to real estate financing.

Strike works closely with Neho, one of the Swiss market leaders in real estate sales. Neho was awarded the SEF Award in 2023 in the "Service" category and today employs over 100 people at two main locations, Lausanne and Zurich.

Through Neho, Strike comes into contact with thousands of buyers every month. Under the Strike brand, we advise these prospects and mediate mortgage and insurance solutions. The team of financial advisors in the German-speaking part of Switzerland is looking for a

Sales Manager (100%)

Our goal: to become the reference and first point of contact in the market regarding real estate transactions. If you are ambitious and dynamic and want to help us achieve this goal, contact us!

Your tasks as Sales Manager German-speaking Switzerland (60%):

• Leadership of a team of financial advisors in Zurich and Basel; the team is continuously expanding

• KPI responsibility: Reporting and tracking KPIs as well as defining individual goals within the team

• Motivation: You inspire and energize the team to achieve goals together and create a culture where cohesion and performance coexist

• Performance support & coaching: You accompany the team through regular check-ins and provide targeted feedback for development. You act as a mentor to the team and actively work on their tasks

• Sales training: You design and lead training sessions on sales, communication, and expertise

• Collaboration with Neho: You are the first contact person for complex cases and work closely with Neho's sales managers

Your tasks as mortgage expert (40%):

• Financing advice for property buyers and owners, processing leads generated by Neho in German and English

• Mortgages & pension: Developing the optimal financing strategy for our clients including risk analysis and pension advice (life insurance, disability, death)

• Taxes: Calculating the potential for tax optimization considering all factors

• Negotiation with financial partners to offer clients individually suitable solutions at the best conditions

• Customer care: Comprehensive personal support of each file and accompanying your clients through all financing steps (notary, bank, insurance, etc.)

• Networking: Expanding your network and strengthening your reputation as an expert in real estate financing

What we offer:

• Independent advice through a wide range of solutions from our financial partners

• Excellent, qualified leads through close cooperation with real estate agents from Neho

• High degree of personal responsibility, flexibility, and freedom to shape your work

• The chance to directly and concretely contribute to the development of Strike Advisory from a start-up to a scale-up

• Optimized working methods and processes, user-friendly CRM system, and modern technology

• Ongoing training, coaching, and personal development

• Flat hierarchies, short decision-making paths, and an inspiring working atmosphere

What you bring:

• 7+ years of experience in the mortgage and/or insurance sector, experience in brokerage is an advantage

• Experience in leading and developing sales teams

• Extensive expertise in mortgage and pension solutions

• A winning personality with strong leadership and communication skills

• Strong customer orientation and excellent negotiation skills in dealing with clients and partners

• Solution-oriented and structured working style

• Technological affinity and ease in learning new tools (CRM)

• Completed VBV or IAF certification

• Excellent communication skills in Swiss German (native) and English (min. B1)

Please note that we only accept applications via our career page: https://careers.neho.ch/