Pension and Financial Advisors (m/f/d) – as part of a succession arrangement

25 June 2026
100%
Permanent position
Appenzell

Job summary

Our tailored financial consulting empowers individuals for their future. Join a supportive environment focused on financial independence.

Tasks

Manage a portfolio for corporate and private clients, focusing on retirees.
Develop and sell customized solutions in retirement and asset management.
Acquire new clients through systematic market observation and networking.

Skills

Completed industry certification or extensive insurance and finance knowledge.
Proven sales experience in the insurance and finance sector.
Strong entrepreneurial thinking, resilience, and social skills.

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About the job

With our individual pension and financial advice, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives with financial independence.

Living versatility - Your area of responsibility

As part of a succession arrangement, taking over a portfolio in the area of corporate and private client support, maintaining and expanding 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, tailor-made solutions in the areas of pension provision, asset accumulation and asset protection, as well as in the corporate client sector

Acquisition of new customers through systematic market observation

Representation of our company in an attractive sales area

Referral of business to our cooperation partners

Living potential - Your strengths

Strong sales and advisory flair - Completed industry examination (insurance intermediary VBV, insurance and pension advisor IAP) or high insurance and pension knowledge

Proven many years of sales experience in the insurance and financial sector

High commitment, goal- and performance-oriented working style

Entrepreneurial thinking, resilient and sociable