Pension and Insurance Advisor (m/f/d)

About the job

Pension and Insurance Advisor (m/f/d)

With FINMA registration | nationwide activity with regional area of operation 80-100%

Are you motivated, strong in consultation and want to focus on what you do best – advising people instead of cold calling?

Then you are exactly right with us.

To strengthen our team, we are looking for young, committed and motivated personalities with experience in pension and insurance consulting.

Your tasks:

• Personal consultation meetings with new customers to determine their individual needs
• Conducting pension analyses and needs assessments directly at the customer's premises
• Risk analysis as well as preparation of tenders and offers
• Presentation of customised insurance and pension solutions
• Support and further development of existing customer relationships in the practice and private sectors
• Ongoing review and optimisation of existing insurance contracts

What awaits you with us

No appointment acquisition - no cold calling

You do not have to arrange appointments or spend hours on the phone.

Your own telephone operator organises your consultation appointments so that you can fully concentrate on your customers and the consultation.

Portfolio takeover – so you can advise directly

You benefit from an existing customer base and receive a managed portfolio for gradual takeover and further development.

Additionally, we offer you

• A young, family-like and appreciative team
• Modern and fair employment conditions
• Flexible working hours
• Possibility of home office after introduction
• Support for further training (financially & organisationally)
• Lots of personal responsibility and entrepreneurial freedom
• Exciting customer contacts throughout Switzerland

You bring with you

• Mandatory FINMA registration as an independent insurance intermediary

(without this requirement, employment is unfortunately not possible)

• Experience in pension and insurance consulting
• Independently conducted pension analyses and needs assessments at the customer's premises
• Neat, professional and trustworthy appearance
• Enjoyment of personal consultation and long-term customer relationships
• Willingness to travel within Switzerland
• Independent and motivated working style

Interested?

Then we look forward to receiving your complete application documents.

By e-mail:

s.hrabi@a-b-c.ch

or by post:

Ärzteberatung ABC, Bühler & Partner AG

Sarah Hrabi-Bühler

Luzernerstrasse 24

6330 Cham

Absolute discretion is of course guaranteed.

Questions about the position?

Ms Sarah Hrabi-Bühler is happy to assist you by phone:

041 368 56 56

We look forward to meeting you!

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Pension and Insurance Advisor (m/f/d). Pension and Insurance Advisor (m/f/d). With FINMA registration | nationwide activity with regional area of operation 80-100%. Are you motivated, strong in consultation and want to focus on what you do best – advising people instead of cold calling? Then you are exactly right with us. To strengthen our team, we are looking for young, committed and motivated personalities with experience in pension and insurance consulting. Your tasks:. Personal consultation meetings with new customers to determine their individual needs. Conducting pension analyses and needs assessments directly at the customer's premises. Risk analysis as well as preparation of tenders and offers. Presentation of customised insurance and pension solutions. Support and further development of existing customer relationships in the practice and private sectors. Ongoing review and optimisation of existing insurance contracts. What awaits you with us. No appointment acquisition - no cold calling You do not have to arrange appointments or spend hours on the phone. Your own telephone operator organises your consultation appointments so that you can fully concentrate on your customers and the consultation. Portfolio takeover – so you can advise directly You benefit from an existing customer base and receive a managed portfolio for gradual takeover and further development. Additionally, we offer you. A young, family-like and appreciative team. Modern and fair employment conditions. Flexible working hours. Possibility of home office after introduction. Support for further training (financially & organisationally). Lots of personal responsibility and entrepreneurial freedom. Exciting customer contacts throughout Switzerland. You bring with you. Mandatory FINMA registration as an independent insurance intermediary (without this requirement, employment is unfortunately not possible). Experience in pension and insurance consulting. Independently conducted pension analyses and needs assessments at the customer's premises. Neat, professional and trustworthy appearance. Enjoyment of personal consultation and long-term customer relationships. Willingness to travel within Switzerland. Independent and motivated working style. Interested? Then we look forward to receiving your complete application documents. By e-mail: s.hrabi@a-b-c.ch or by post: Ärzteberatung ABC, Bühler & Partner AG Sarah Hrabi-Bühler Luzernerstrasse 24 6330 Cham Absolute discretion is of course guaranteed. Questions about the position? Ms Sarah Hrabi-Bühler is happy to assist you by phone: 041 368 56 56 We look forward to meeting you! Apply now. by phone 041 368 56 56 by e-mail (PDF) s.hrabi@a-b-c.ch By post Ärzteberatung ABC, Bühler & Partner AG Sarah Hrabi-Bühler, Luzernerstrasse 24, 6330 Cham We guarantee absolute discretion.