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

About the job

• 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 customised solutions in the areas of pensions and wealth accumulation
• Representing our company in the sales region
• Referring business to our cooperation partners

• 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