Head of Pension and Member of the Executive Board Locations Zug/Schwyz/Wettswil

To specifically expand our pension business, we are looking for a committed, entrepreneurially-minded, and sales-strong personality as Head of Pension and Member of the Executive Board. In this key position, you bear the overall responsibility for the further development of the pension business of our general agency. You actively shape market development, open up new sales channels, and enable our customer advisors to position pension topics competently, understandably, and successfully with their customers. As a member of the Executive Board, you bring your technical and sales expertise to the strategic development of the general agency and make a significant contribution to our sustainable growth. Head of Pension and Member of the Executive Board Locations Zug/Schwyz/Wettswil Your main tasks: You assume technical and sales responsibility for the pension business of the general agency and develop it in a targeted manner. You develop a clear pension and market development strategy and consistently implement the measures derived from it. You identify market potentials, develop new business opportunities, and ensure systematic processing of the relevant customer segments. You build a sustainable network with brokers, intermediaries, network partners, and other multipliers and maintain existing relationships. You plan and conduct practice-oriented training sessions, workshops, and sales training for our customer advisors. You coach and accompany the customer advisors in identifying pension potentials as well as in the preparation and execution of advisory meetings. In demanding or complex customer situations, you participate in customer appointments together with the customer advisors and support them as a technical and sales sparring partner. You promote the advisory and closing competence of the team and ensure a high quality in pension advice. You steer sales activities based on clear goals and key figures, analyze the results, and derive suitable optimization measures. You continuously observe developments in the pension and insurance market and bring relevant insights into the general agency. As a member of the Executive Board, you actively participate in strategic and operational decisions and assume co-responsibility for the overall success of the general agency. Technical requirements: Completed training in the insurance, finance, or banking sector Sound further education in the area of pension, insurance, or financial planning, for example as an insurance specialist with a federal diploma, financial planner with a federal diploma, or a comparable qualification Several years of professional experience in the pension, life insurance, or financial advisory business Very good knowledge of private and occupational pension schemes as well as relevant insurance and financial solutions Experience in advising demanding private and/or corporate customers Leadership and sales competences: Proven experience in the leadership and further development of a pension or sales business Ability to develop a pension strategy and consistently implement it into operational measures Strong understanding of market development, sales planning, and potential analyses Experience in building and maintaining relationships with brokers, intermediaries, network partners, and multipliers Demonstrable successes in the sale of pension and insurance solutions Ability to steer sales targets, activities, and results using suitable key figures Experience in planning and conducting training sessions, workshops, and sales training Strong coaching competence for the technical and sales development of customer advisors Enjoyment of joint customer visits as well as support in complex advisory situations and closings Ability to convince different internal and external stakeholders and win them over for common goals Entrepreneurial thinking as well as a good understanding of profit, growth, and profitability Readiness to assume responsibility for the further development of the entire general agency as a member of the Executive Board Personal competences: Convincing, credible, and winning personality High leadership, motivation, and integration ability Strong customer, market, and sales orientation Strategic thinking combined with pragmatic implementation strength Independent, structured, and result-oriented way of working High initiative and a strong sense of responsibility Communication strength and confident appearance at different hierarchical levels Enjoyment in conveying complex pension topics in understandable and practical language Negotiation skills and closing strength High social competence, empathy, and tact Resilience, flexibility, and decisiveness Team orientation and readiness to think beyond one's own area of responsibility Identification with long-term, high-quality, and customer-oriented advisory A responsible key position awaits you with great scope for design, short decision-making paths, and the opportunity to sustainably shape the pension area of our general agency. Would you like to combine your technical and leadership competence with entrepreneurial thinking and shape the future of the pension business together with us? Then we look forward to getting to know you. jpid24230c8jm jit0831jm jiy26jm