Pension and Finance Advisor (m/f/d) - French-speaking Switzerland Region

Publication date:08 May 2025
Workload:100%
Place of work:Genève

Job summary

Join our team to support clients in financial planning! Enjoy a dynamic work environment with growth opportunities.

Tasks

Maintain and nurture relationships with existing clientele.
Acquire new clients through systematic market prospecting.
Provide comprehensive advice in finance and insurance.

Skills

Completed professional training and relevant work experience.
Strong sales and advisory skills are essential.
Motivated with a goal-oriented, resilient approach.

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About the job

Your area of responsibility

Monitoring and maintaining relationships with existing clients
Acquisition of new clients through systematic market prospecting
Providing comprehensive advice on pensions and finances
Developing and selling tailored solutions in the areas of pensions and wealth accumulation
Representing our company in the sales region
Referring business to our cooperation partners

Your strengths

Completed professional training
Professional experience, ideally in the field of pensions, finance, and services
Strong sales and advisory skills
High motivation, goal- and performance-oriented approach
Entrepreneurial spirit, resilience, sociable character

Contact person

External HR Service

Company description

We advise and support people in all life situations. In pension planning and preparing their financial future, we help them live according to their own choices.