Pension Advisor (m/f/d) in French-speaking Switzerland (Valais)

Your creative space

• Follow-up of portfolio clients (entire French-speaking Valais region); priority on managing deadlines and received leads
• Respond to their technical requests as well as their requests for quotes
• Pension advice and retirement planning in the areas of pensions, wealth, finance, real estate, etc., in compliance with advisory responsibility instructions and the use of digital communication tools
• Proposal of pension plans in the form of periodic premiums and/or single premiums
• Planning and implementation of market development measures and sales campaigns
• Retirement analysis and development of tailor-made insurance solutions for senior clients
• Carrying out administrative tasks and providing relevant control data

Your working environment

• 100% home office
• High level of autonomy
• A competent and attentive team
• Clear and transparent direct supervision
• Financial security as well as competitive remuneration

Your wealth of experience

• Successfully completed an AFA (IAF or Federal Diploma in private advisory is an asset)
• Disciplined, autonomous and reliable
• Several years of professional experience with performance and quality in the sector: private insurance sales (life sector)
• Affinity for financial and retirement products as well as enjoyment of modern and contemporary digital tools

Your benefits

• Credible, direct and forward-looking: as a cooperative, we cultivate agility, feedback, personal responsibility and constant learning. Within our strong team with flat hierarchies, we use informal address.
• At Pax, you are not just a cog in the machine, but a personality who acts and creates responsibly. You actively shape your working environment in the spirit of our cooperative roots.
• Pax offers you the best benefits in occupational pension provision. If you wish, we will analyse your individual situation free of charge, and you will benefit from tax advantages.
• We offer you a safe, rewarding and familiar working environment that promotes collaboration on an equal footing – and in which you can sustainably develop your personal potential.
• At Pax, you enjoy 26 to 30 days of holiday per year. For us, it is not a matter of rank, but of age.

Just ask
Carine Wahl will be happy to assist you.
hr@pax.ch

Yann Kobel, Head of the PV Retirement Centre


Here is how your application process works
1. Receipt and pre-selection of applications
2. Video interview with HR and the specialised department
3. Second interview (possibly with a mini case study, presentation and technical discussion)
4. Mini case study with presentation and technical discussion
5. Obtaining reference information
6. Offer and contract execution

This is what awaits you
At Pax, you don’t just have a job. Tasks, challenges and areas of responsibility await you. These give you the opportunity to develop. You will not only be paid for your commitment but also respected and valued.

Here is who we are
Our vision is to become the best pension insurance for our clients. We achieve this by making pension provision simple. That is why we work with personalities who want to make a difference and achieve common goals.

https://www.pax.ch/fr/concernant-pax