Occupational Pension Scheme Client Advisor

About the job

CIEPP — Human-scale pension provision

Founded in 1960 by the Federation of Romandy Enterprises, CIEPP is an entity within the FER Geneva network and today the largest private law foundation in French-speaking Switzerland — and one of the most active in the field of occupational pension provision.

With more than 10,000 affiliated companies and self-employed individuals, 45,000 insured persons spread across 160 economic sectors, and 6,200 pensioners, it supports SMEs, SMIs and self-employed individuals throughout French-speaking Switzerland from its headquarters in Geneva.

Non-profit, acting in a fiduciary capacity solely in the interest of its insured members, CIEPP offers a working environment where technical expertise in the second pillar is combined with a genuine sense of service. Joining CIEPP means becoming part of a trusted institution and contributing daily to the financial security of thousands of people.

Job Description

• You will be responsible for developing the prospect network and acquiring new clients
• You will ensure the follow-up and development of the existing client portfolio
• You will advise our clients by proposing solutions tailored to their needs
• You will conduct information sessions on the three-pillar principle, mainly focused on the second pillar, for companies and insured persons

Profile sought

• You have a commercial training background in the insurance sector
• You hold a federal diploma in social insurance, occupational pension schemes or IAF: an advantage
• You have proven experience in a similar role
• You are a native French speaker and have good knowledge of English
• You have proficiency in German: an advantage
• You are Swiss or hold a valid permit

Your skills and competencies:

• You have an excellent knowledge of the occupational pension market in Switzerland and outstanding knowledge of social insurance
• You are an excellent negotiator
• You are very attentive to your clients and solution-oriented
• You have great interpersonal skills and demonstrate diplomacy and tact
• You are comfortable speaking in public
• You are organised and precise
• You are resilient to stress
• You have a strong professional ethic
• You have a good team spirit