Broker Advisor Sales Occupational Pension

About the job

Valitas AG specialises in the management of autonomous and semi-autonomous pension schemes and complex collective foundation solutions. With our solutions INDEPENDA, COMPACTA and MANDATA, we offer companies and pension schemes individual and powerful solutions in occupational pensions.

You can look forward to a motivated and straightforward team in a dynamic environment with flat hierarchies and short decision-making paths. We are a company with modern infrastructure that has grown significantly in recent years. At the same time, we place great value on personal customer relationships, entrepreneurial thinking and convincing performance.

Your tasks:

• Active expansion of new business in the German-speaking part of Switzerland with a focus on SMEs
• Acquisition of new customers and building long-term customer relationships
• Systematic support and expansion of an existing broker and partner network
• Active maintenance of a very good personal network with brokers, insurance advisors and other market partners
• Identification and consistent processing of market and acquisition opportunities
• Advising entrepreneurs and decision-makers on occupational pensions
• Development of individual pension solutions together with our specialists
• Accompanying the entire sales process – from initial contact through consultation and offer phase to conclusion
• Conducting customer and broker presentations as well as participating in events and networking occasions
• Building and maintaining your own customer portfolio with clear revenue and growth responsibility
• Close cooperation with our pension, customer service and management departments
• Monitoring the market and recognising trends and customer needs
• Representing Valitas AG in the market and actively shaping our further growth

Your profile:

• Several years of successful sales experience in occupational pensions, at an insurance company, a broker or in the financial services environment
• Very good and long-established network with brokers in the German-speaking part of Switzerland
• Proven success in acquiring and closing new customers
• A pronounced sales personality with high initiative and closing strength
• Enjoy approaching people, building contacts and developing relationships sustainably
• Entrepreneurial thinking and the ability to consistently convert market opportunities into business
• Good knowledge of the Swiss pension market and occupational pensions
• Experience dealing with SME customers and ideally a good understanding of the needs of entrepreneurs, doctors and dentists
• Confident and convincing appearance at management level
• Independent, structured and goal-oriented working style
• Very good German skills, additional languages are an advantage
• Willingness to regularly visit customers and brokers within the German-speaking part of Switzerland

You are a true sales person, know the broker landscape of the German-speaking part of Switzerland and want to make a difference – then we look forward to your application!