Client Responsible Pension Planning

Client Responsible Pension Planning (80-100 %) Empathic, customer-oriented, trustworthy and full of drive? Then become part of our company and strengthen our team at the Zurich location as Client Responsible Pension Planning (80-100%) Are you ready to set new standards in a well-coordinated and collegial team? Grow with us and actively shape the future of our company. What you achieve Support and expansion of your own client portfolio as well as comprehensive advice on all questions relating to the topic of pension planning, especially extra-mandatory occupational pension schemes Analysis and development of holistic and tailor-made pension concepts Support, expansion and advice for the existing business partner network (bank partners, asset managers, brokers, trustees etc.) Individual pension and tax advice as well as comprehensive financial planning advice with a focus on occupational pension schemes Independent acquisition of companies, brokers, bank partners and private individuals Representation of the PensExpert brand as well as participation in events How you inspire us Several years of sound professional experience in the pension, insurance, investment or tax sector, preferably in the area of Wealth Planning or occupational pension schemes Academic education or comparable further training in the pension, insurance or finance sector, e.g., MAS in Financial Consulting, CFP or similar Entrepreneurial-minded, service-oriented, reliable and strong-acquisition personality with sound advisory and sales experience as well as a strong network Stylistically confident German and English / further language skills are an advantage Team-oriented, proactive and charismatic with a heart in the right place What we offer you Healthy, future-oriented and innovative company Appreciative work culture and flat hierarchies Temporal as well as financial support for further training Company training days, lectures and workshops 25-30 days of vacation with the possibility of additional vacation purchase as well as flexible working hours Annually compensated Half-Fare travelcard / central & modern workplace Desire to achieve great things in an agile environment and work together across departments? We look forward to your meaningful application documents! jpid6b845b8jm jit0832jm jiy26jm