Mortgage and Pension Expert

Do you want to help customers make their dream property a reality - with well-thought-out financing solutions and personal guidance? Then become a Mortgage and Pension Expert at Strike Advisory in Zürich!

Neho is one of the market-leading brokerage companies in Switzerland. We stand for innovative real estate services that combine human expertise with digital tools. For our innovation, we have been awarded prestigious prizes, such as the SEF-Award in 2023.

In your role, you will work for our brand Strike Advisory. Strike is the financing department of Neho. As an independent intermediary, we offer real estate buyers and owners the best mortgage and insurance solutions from the offers of over 80 partners.

Do you feel like stepping on the gas and celebrating successes together? Then you have come to the right place. At Neho and Strike, the tempo is high and the learning curve is steep - the perfect opportunity to learn a lot quickly. With your contribution, you can make a difference not only at Neho and Strike, but in the entire real estate sector. Because that is our goal: not just to be a market leader, but to reinvent our industry.

Workload: 80 - 100%

Your Tasks

Mortgage and Pension Consulting

• Comprehensive financing advice for prospective buyers of residential property throughout German-speaking Switzerland
• Conducting consultation meetings - flexibly online or in person in our modern office premises in the Circle
• Development of optimal financing strategies for your customers, including risk analysis, protection, and potential for tax optimization
• Demonstrating holistic pension solutions in the context of real estate financing as well as cross-selling corresponding products from our insurance partners
• Creating individual, tailor-made financing dossiers with the help of modern tools and technologies
• Obtaining and comparing offers from financial partners as well as conducting negotiations in the interest of your customers

Sales & Customer Acquisition

• Professional qualification of first-class leads from the Neho ecosystem, which are generated as part of real estate marketing and specifically handed over to you
• Consistent management of the entire sales process - from initial contact through needs analysis to successful closing
• Positioning Strike Advisory as an independent, trustworthy partner in real estate acquisition
• Building a relationship of trust and accompanying your customers through all steps of the real estate purchase (notary, bank, insurance, etc.)
• Successful and sustainable cooperation with real estate agents from Neho
• Data maintenance in the CRM as well as monitoring and evaluation of targets and KPIs

What we offer

• Attractive salary structure: fixed salary + variable, performance-related compensation
• Close cooperation with the Neho sales team: qualified leads, an established network of buyers and owners, as well as valuable insights into the real estate market
• A wide range of solutions and products from our financial partners
• User-friendly, modern CRM system with optimized work processes
• Hybrid working model with the possibility of 2 days of home office per week
• The chance to work directly and concretely on the development of the company
• Ongoing training, coaching and personal development
• Start-up feeling, flat hierarchies, short decision-making paths and an inspiring working atmosphere
• 5 weeks of vacation + additional days based on length of service, possibilities for remote work abroad, fully paid maternity/paternity leave, regular team events and much more!

What You Bring

• At least 3 years of experience in sales in the insurance industry or the banking sector, experience in the intermediary business is an advantage
• Strong closing orientation as well as the ability to sell...