Broker Advisor Sales Occupational Pension Scheme

Valitas AG specializes in the administration of autonomous and semi-autonomous pension institutions and complex collective foundation solutions. With our solutions INDEPENDA, COMPACTA and MANDATA, we offer companies and pension institutions individual and powerful solutions in occupational pension schemes.

You can look forward to a motivated and uncomplicated team in a dynamic environment with flat hierarchies and short decision-making paths. We are a company with modern infrastructure that has grown strongly in recent years. At the same time, we place great value on personal customer relationships, entrepreneurial thinking and convincing performance.

Your tasks:

• Active expansion of new business in German-speaking Switzerland with a focus on SMEs
• Acquisition of new customers and building long-term customer relationships
• Systematic support and expansion of an existing broker and partner network
• Active maintenance of a very good personal network to brokers, insurance advisors and other market partners
• Identification and consistent processing of market and acquisition opportunities
• Advising entrepreneurs and decision-makers regarding occupational pension schemes
• Development of individual pension solutions together with our specialist experts
• Accompanying the entire sales process – from initial contact through the advisory and offer phase to the closing
• Conducting customer and broker presentations as well as participation in events and networking occasions
• Building and maintaining your own customer portfolio with clear revenue and growth responsibility
• Close cooperation with our specialist departments for pension, customer service and management
• Observation of the market and recognition of trends and customer needs
• Representation of Valitas AG in the market and active co-shaping of our further growth

Your profile:

• Several years of successful sales experience in occupational pension schemes, at an insurance company, a broker or in a financial services environment
• Very good and built up over many years a network to brokers in German-speaking Switzerland
• Demonstrable successes in the acquisition and closing of new customers
• A pronounced sales personality with high initiative and closing strength
• Enjoyment in approaching people, building contacts and developing relationships sustainably
• Entrepreneurial thinking and the ability to consistently convert market opportunities into business
• Good knowledge of the Swiss pension market and occupational pension schemes
• Experience in dealing with SME customers and ideally a good understanding of the needs of entrepreneurs, doctors and dentists
• Confident and convincing appearance at management level
• Independent, structured and goal-oriented way of working
• Very good German skills, other languages an advantage
• Readiness to regularly visit customers and brokers within German-speaking Switzerland

You are a real sales person, know the broker landscape of German-speaking Switzerland and want to make a difference - then we look forward to your application!

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