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Pension Specialist – 3rd pillar

Wealth Broker Management SA

Employment type
Full-time
Location
Genève
Company
Wealth Broker Management SA, Rue Robert-Céard 6, 1204 Genève
First posted
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--- base: meta-keywords: meta-viewport: width=device-width, title: Pension Specialist -- 3rd pillar --- Pension Specialist -- 3rd pillar ========================================= Are you a pension professional, AFA certified, with a true commercial temperament and a network that you wish to develop further? As part of our growth, Wealth Broker Management SA is looking for a specialist advisor in the 3rd pillar wishing to evolve in an entrepreneurial, dynamic and results-oriented environment. ### Your mission You develop and support your own client portfolio while also benefiting, in addition, from commercial opportunities and prospects who have already expressed interest in pension solutions. Your activity includes notably: * Actively develop your own network and your client portfolio * Take charge of commercial opportunities transmitted by the company * Conduct pension appointments and analyses * Analyze existing contracts and solutions * Identify the needs, projects and objectives of clients * Advise on 3rd pillar solutions adapted to each situation * Ensure the follow-up of your clients and develop long-term relationships * Actively participate in the commercial development of the company ### The profile we are looking for * AFA certification already obtained * Experience in the field of insurance, pension or financial advice * Existing personal and professional network and ability to develop it * Solid knowledge of the 3rd pillar and the Swiss market * Excellent interpersonal skills and commercial sense * Autonomy, rigor and entrepreneurial spirit * Taste for challenge and a culture of results ### Why join us? At Wealth Broker Management SA, we are looking for profiles who wish to undertake and develop their activity, while benefiting from the support and opportunities of an established structure. We offer: * Attractive commission-based remuneration * A remuneration potential directly linked to your performance * Qualified prospects and commercial opportunities in addition to your own network * Great autonomy in the organization of your activity * Tools and an environment allowing you to focus on development and advice * An agile and entrepreneurial structure * Real prospects for evolution with the growth of the company We are looking for a person who does not simply wish to occupy a position, but to develop a true commercial activity and build their portfolio over the long term. Region: Suisse romande Start date: To be agreed Remuneration: Commission-based ### Ready to take on the challenge? Are you AFA certified, already have a network and wish to benefit from an environment that allows you to go further in your development? Send us your CV as well as a few lines about your background and your commercial experience. Wealth Broker Management SA Wealth Broker Management SA * Wealth Broker Management SA Rue Robert-Céard 6 1204 Genève * [ ](< >) jpid65fd222jm jpit0938jm jpiy26jm

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Posted 6 days ago

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