Pension and Financial Advisors (m/f/d)
- 22 September 2026
- 100%
- Permanent position
- German (Fluent)
About the job
Pension and Financial Advisors (m/f/d)
Your Tasks
Customer Care: Systematic maintenance and expansion of existing customer relationships
New Customer Acquisition: Active market development and new customer acquisition in the assigned advisory area
Consultation: Holistic and individual advice in the areas of pension provision, insurance, and asset accumulation
Solution Development: Creation and sale of customised financial concepts
Representation: Professional representation of the company on site as well as handling business transactions with cooperation partners
Qualifications
Your Profile
Completed vocational training
Strong sales and advisory talent
High commitment, goal orientation, and a performance-ready working style
Entrepreneurial spirit, resilience, and a sociable personality
Very good German skills (Swiss German preferred)
What Awaits You
A versatile position of trust with direct customer contact
A dynamic team of around 20 employees
An open communication culture with an appreciative "Du" culture and clear leadership structures
Comprehensive induction – ideal for motivated career changers
