Pension Advisor Private Provision (w/m/d) Region Thurgau/Schaffhausen
- Employment type
- Part-time
- Location
- Schaffhausen
- First posted
• 08 July 2026
• 80 - 100%
• Indefinite duration
• German (Current)
• 8200 East Switzerland
Your area of design
• Responsibility for the care of assigned customers in the area of private provision
• Consultations with customers on site or at Pax in the area of private provision, assets, finances, etc.
• Independent expansion of existing customer relationships through additional pension insurance
• Creation of pension analyses and development of customized insurance solutions
• Completion of administrative tasks as well as provision of relevant controlling data
Your experience treasure
• Passed broker exam (VBV/IAF) absolutely required
• Additional qualifications such as Dipl. Financial Advisor IAF / Federal Financial Planner of advantage
• Several years of professional experience in consulting or sales within the insurance and finance industry absolutely required
• Pronounced interest in financial and pension topics as well as a high affinity for digital tools and modern working methods
Your benefits
• Credible, direct and forward-looking: As a cooperative, we cultivate agility, feedback, personal responsibility and continuous learning. In our strong team with flat hierarchies, we address each other informally.
• At Pax, you are not a cog in the machine: You are a personality who acts and shapes independently. You actively shape your working world, entirely in the sense of our cooperative roots.
• We offer you a secure, appreciative and trusting work environment that promotes cooperation at eye level and allows you to unfold your personal potential sustainably.
• At Pax, you never stop learning: We actively and financially support you in your professional further education.
• Your well-being is important to us: Train your mental resilience, have external advice if needed, and get vaccinated against flu free of charge if desired.
Simply ask
Carolin Starck, HR Business Partner, will be happy to help you further.
Send an email
Albert Abdulamiti, Head of Pension Center PV
https://www.linkedin.com/in/albert-abdulamiti-57492135a/
How your application works
Receipt and pre-selection of applications
Video interview with HR and department
Personal second interview with department
Obtaining references
Offer and contract processing
What to expect
At Pax, you don't just have a job. You have tasks, challenges and areas of performance. These give you the opportunity to unfold. For your commitment, you will not only be paid, but also respected and appreciated.
Who we are
Our vision is to become the best pension insurance for our customers. We achieve this by making pension provision simple. That's why personalities work for us who want to achieve a lot and reach common goals.
https://www.pax.ch/de/ueber-pax
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Posted 2 weeks ago