Pension Advisor Private Pension (m/f/d) Region Thurgau/Schaffhausen

Your Area of Responsibility

• Responsibility for the care of assigned clients in the area of private pension provision
• Consultations with clients on site or at Pax in the area of Private Pension, Assets, Finance, etc.
• Independent expansion of existing customer relationships through additional pension insurances
• Preparation of pension analyses and development of customised insurance solutions
• Completion of administrative tasks as well as provision of relevant controlling data

Your Experience

• Passed intermediary examination (VBV/IAF) mandatory
• Additional qualifications such as Dipl. Financial Advisor IAF / Federal Financial Planner advantageous
• Several years of professional experience in consulting or sales within the insurance and finance industry mandatory
• Strong interest in financial and pension topics as well as a high affinity for digital tools and modern working methods

Your Benefits

• Credible, direct and forward-looking: As a cooperative, we cultivate agility, feedback, personal responsibility and continuous learning. In our strong team with flat hierarchies, we address each other informally.
• At Pax you are not just a cog in the machine: You are a personality who acts and shapes independently. You actively shape your working environment in line with our cooperative anchoring.
• We offer you a secure, appreciative and familiar working environment that promotes collaboration at eye level and in which you can sustainably develop your personal potential.
• At Pax you never stop learning: We actively and financially support you in your professional development.
• Your well-being is important to us: Train your mental resilience, get external advice if needed and get vaccinated against flu free of charge if you wish.

Just Ask
Carolin Starck, HR Business Partner, will be happy to assist you.
hr@pax.ch

Albert Abdulamiti, Head of Pension Centre PV
https://www.linkedin.com/in/albert-abdulamiti-57492135a/

This is How Your Application Works
Receipt and pre-selection of applications
Video interview with HR and specialist department
Personal second interview with specialist department
Obtaining reference information
Offer and contract processing


What Awaits You
At Pax you don’t just have a job. You will face tasks, challenges and areas of responsibility. These give you the chance to develop. For your commitment, you will not only be paid but also respected and appreciated.

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 personalities who want to make a difference and achieve common goals work with us.

https://www.pax.ch/de/ueber-pax