Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Zurich-Limmat

About the job

• As part of a succession arrangement, taking over a portfolio in the area of corporate and private client support, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate client sector with a focus on SMEs
• Development and sale of individual, customised solutions in the areas of pension provision, asset accumulation and asset diversification, as well as in the corporate client sector 
• Acquisition of new customers through systematic market cultivation
• Representation of our company in an attractive sales area
• Mediation of business to our cooperation partners

• Distinct sales and consulting flair - Completed industry examination (insurance intermediary VBV, insurance and pension advisor IAF) or higher
• Proven many years of sales experience in the insurance and financial industry
• 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 further education in the field
• External training and further education
• Electronic learning platform