CSS
Willisau
Pension Expert Lucerne Countryside
- 13 November 2026
- 100%
- Permanent position
- German (Fluent)
- Willisau
About the job
You have a good intuition for people and their needs. And you bring valuable experience in pension advice and have a healthy ambition. Take advantage of this unique opportunity and be involved from the start in our new business area "Life". You support our local agencies and strengthen the customer advisors through targeted coaching in lead generation. You focus on proactive advice for our customers regarding our pension products. The customer advisors of the general agency support you with leads from our broad customer base. We offer a first-class employment package, top internal training and further education, and the flexibility to balance work and private life well. Let’s talk about a shared future.
Pension Expert Lucerne Countryside
This is what your daily routine looks like
- You process the leads of your general agency and, as a coach, support the advisors in their professional and sales development.
- You maintain existing relationships and actively acquire new customers for private pension provision.
- You conduct pension consultations personally or remotely and develop individual solutions that you successfully sell.
- You strengthen the bond with existing customers, recognise sales opportunities, and work closely with colleagues to utilise these cross- and upselling potentials.
- For valuable customer interactions, you use modern tools and present us with appropriate marketing and sales measures.
- You also answer the concerns and questions of our customers in a partnership-oriented manner and with great empathy.
What you bring with you
- First and foremost: You have completed vocational training and have successfully obtained the VBV certification. Do you also have further training, such as a diploma as a financial advisor IAF? Even better!
- You bring at least three years of experience in pension advice and pursue your sales targets with great passion.
- It is clear that you enjoy being around people – you can empathise well with your counterpart, recognise their needs, and tailor your advice individually.
- You express yourself very well in German (spoken and written). Perhaps you even master other languages?
- You have a large network of relationships, maintain it sustainably, and preferably live in the region.
- You are flexible for consultations outside the agency and sometimes outside official office hours.
CSS Insurance
Willisau
Willisau
