Customer Advisor: Insurance Brokerage, Occupational Pensions
- 01 September 2026
- 100%
- Zürich
About the job
80% - 100% (Job sharing possible) | Sales and Customer Advice | Zurich | Experienced Professionals
As an independent insurance broker, we advise and support small and medium-sized enterprises on topics related to occupational pensions (BVG, KTG, UVG, UVGZ).
We are a motivated team. Together we want to responsibly and independently support and provide ongoing care for our customers. You can expect a collegial and open-minded team as well as an appreciative corporate culture at the leading bank in the Zurich economic area. From the start, you will have the opportunity to take on responsibility, contribute your experience, and continuously develop yourself.
Your Tasks
- Independent and comprehensive advice and professional support for entrepreneurs and companies on topics related to occupational pensions (BVG, KTG, UVG, UVGZ)
- Development of tailored solutions based on customer needs in the area of occupational pensions and personal insurance
- Identifying and exploiting customer potential, deepening and expanding customer relationships across departments
- Building, maintaining, and actively developing a comprehensive network of relationships, both internally and externally
- Appearances as a speaker at internal bank events
- Positioning and representing the bank at external events
Your Profile
- Completed commercial basic training (banking or insurance)
- Completion of further training, ideally in the pension sector (university of applied sciences, advanced vocational training, federal diploma or similar)
- Passed intermediary examination (VBV) or certified financial planner with federal professional certificate
- Very good knowledge in the pension (BVG) and personal insurance area (KTG/UVG) as well as sound market knowledge in the collective foundation sector are advantageous
- Independent, responsible, and quality-conscious working style
- Enjoyment of customer contact and strong skills in negotiation and presentation
- Flexible and team-oriented personality
- Very good German skills, business fluent English and/or French skills
Our Offer
- We work in a lively "we" culture, courageous, networked and on equal footing, solving even difficult tasks together and relying on the support of our team
- The opportunity to take the next personal and professional step with us within this role
- An employer who cares for and invests in its employees
- A centrally located, easily accessible and attractive workplace in the heart of Zurich with the possibility to organise your work flexibly (hybrid)
- An attractive salary package with extensive fringe benefits and employee discounts – from A for retirement provision to Z for zoo tickets
Michael Vonlanthen
is happy to assist you.
Phone: 044 292 27 15
is happy to assist you.
Phone: 044 292 27 15
