Pension and Financial Advisors (m/f/d) – Specialisation in Investment Topics – General Agency Zurich-Limmat

About the job

• Maintenance and care of existing relationships with clients
• Acquisition of new clients through systematic market development
• Conducting comprehensive pension and financial consultations
• Development and sale of individual, customised solutions in the areas of pension and asset accumulation
• Representation of our company in the sales area
• Referral of business to our cooperation partners

• Completed training/continuing education in investment topics is an advantage
• Proven sales experience in the insurance and financial sector; professional experience in investment topics
• High commitment, goal- and performance-oriented working style
• Entrepreneurial thinking, resilient and sociable

• Attractive, performance-related remuneration
• Monthly expense allowance
• Between 25 and 27 days of holiday
• Recognition of service anniversaries in five-year intervals
• Flexible working hours
• Time-out models
• Flexible working models 58+
• Internal training and continuing education in the field
• External training and continuing education
• Electronic learning platform