Specialist in Occupational Pensions 80-100%

About the job

Providing for the future means shaping it. For more than 25 years, we have been among the leading providers of personalised and self-determined pension schemes.

With us, you take on responsibility, contribute your ideas, and actively shape the further development of our Bern location. You can count on a well-coordinated and collegial team.

Specialist in Occupational Pensions (80-100%)

What to expect

• Advising and supporting our corporate clients on all matters relating to occupational pensions

• Developing and advising on individual pension and tax concepts

• Pension and tax support for our partner banks and business partners (brokers, trustees, etc.)

• Providing information and maintaining telephone and written contact with clients and business partners

• Technical support within the team in the preparation and review of offers, plan adjustments and calculations (e.g. appropriateness, buy-ins, etc.)

• Administrative processing of new business

What you bring

• Several years of professional experience in the pension, insurance or financial sector

• Successfully completed commercial training; further education in the pension, insurance or financial sector is an advantage

• Entrepreneurial, service-oriented and reliable personality with precise working methods

• Confident German language skills; knowledge of French and English is an advantage

• Team-oriented, proactive and strong communication skills with a heart in the right place

What sets us apart

• Varied and challenging work in occupational pensions
• Well-coordinated team in a partnership-based working culture
• Future-oriented and innovative company
• Comprehensive development opportunities
• Progressive and attractive employer

Fancy making a big impact in an agile environment and collaborating across teams? We look forward to hearing from you!

PensExpert AG Kauffmannweg 17 6003 Lucerne T +41 41 226 15 15 www.pens-expert.ch