Financial and Pension Advisor

Financial and Pension Advisor Who we are The smzh is an independent financial services provider, offering its customers comprehensive, transparent, and sustainable consulting in the areas of finance & investments, pension & insurance, mortgages & real estate, as well as taxes & law. We are an established and rapidly growing financial services company and are looking for a motivated financial and pension advisor in the financial services sector, willing to accompany our vision and growth plans. What you do Need-oriented and professional consulting of customers in the financial and pension area Acquisition of customers and building a customer base Representation of our company at events and in direct customer contact Care and management of your own customer portfolio through regular customer visits and personal care What you bring Completed vocational training (commercial basic training) with 2 to 3 years of experience as an advisor in the finance, insurance, or pension sector Insurance broker VBV All Branches an advantage Very good German language skills (additional language skills an advantage) Winning personality, high willingness to work Independent, committed, and goal-oriented way of working Very good IT skills (MS Office) What you can expect An entrepreneurial and success-oriented working environment Attractive compensation and employment conditions Access to existing partnerships with banks, insurance companies, asset managers, pension funds, trust and tax experts, as well as real estate companies Company car Free access to exclusive events and sports events Modern office space in the heart of Pfäffikon Exciting career opportunities and support for external further education