Customer Advisor 100%

More than a job: Shape financial futures – and your own at the same time. Finanzplanung Zürichsee AG stands for independent, holistic consulting. We accompany people in central financial life issues – personally, structured and long-term. Customer Advisor 100% (lateral entrants welcome) For whom this role is suitable Experienced consultants who want to break away from classic sales models and take their consulting to a higher level Lateral entrants who are willing to learn a demanding profession from scratch What matters is not your background – but your claim. Your task Development of individual solutions in the areas of Taxes, Mortgages, Insurances, Pensions and Assets Building and maintaining your own customer portfolio Step-by-step development into a holistic financial planner How we work We don't believe in short-term closures or standard solutions. We advise people – personally, holistically and with long-term claim. This requires more than technical knowledge: Attitude, responsibility and genuine interest in the other person. If you don't see consulting as sales, but as genuine accompaniment, you fit in with us. Your perspective Sound training and personal support Recognized certifications (VBV, IAF, eidg. Finanzplaner) Building your own customer base Development towards leadership responsibility possible What you bring Completed basic training (EFZ or equivalent) Enjoyment of consulting and dealing with people Self-responsibility, willingness to learn and goal orientation Driver's license category B What to expect Structured training and coaching Motivated team with broad expertise Entrepreneurial environment with freedom Workplace in Rapperswil at the Zürichsee Performance-oriented compensation with optional fixed salary We are large enough to offer you a varied activity in the heart of Rapperswil and small enough to maintain a collegial atmosphere. Start your career with us and apply under: Send E-Mail (<>) Finanzplanung Zürichsee AG Alpenstrasse 2, 8640 Rapperswil