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IAF Financial Advisor: Pensions - 100% Remote

Spotted

Employment type
Full-time
Location
Zürich · Remote possible
Company
Spotted, 8047 Zürich
First posted
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IAF Financial Advisor: Pensions (m/w/d) - 100% Remote As an IAF Financial Advisor: Pensions (m/w/d), you will advise clients on pension planning - 100% remote, without cold acquisition, with attractive earning opportunities and fixed appointment scheduling! IAF Financial Advisor: Pensions (m/w/d) - 100% Remote For our client, an established and innovative company in the field of pension planning and financial consulting, we are looking for a committed personality as an IAF Financial Advisor: Pensions (m/w/d). You benefit from a decisive advantage: From your first day of work, you will receive qualified consulting appointments. The clients have already expressed interest and scheduled an appointment - you can focus entirely on consulting without having to invest time in cold acquisition. If you want to accompany people in important financial decisions and appreciate a modern, digital way of working, you can expect an attractive career perspective with above-average earning potential. Your tasks Consulting private clients on pension planning and retirement planning Analyzing the personal and financial situation of clients Developing individual solutions in the area of occupational pension plans (2nd pillar) Conducting personal or digital consulting interviews Building long-term and trusting client relationships Independent planning and organization of your consulting appointments Participation in team meetings and internal training sessions What you can expect Fixed salary plus attractive performance-related commissions 13th monthly salary 5 weeks of vacation 100% remote work outside of client appointments Company car, laptop, and smartphone Fully organized consulting appointments - no cold acquisition Modern CRM and consulting systems Flexible working hours and high autonomy Long-term employment in a growing company Appreciative corporate culture with regular team events and development opportunities Your profile Completed training as an IAF Financial Advisor (necessary) Experience in financial consulting, pension consulting, or asset consulting Knowledge in the area of pension planning, occupational pension solutions, or 2nd pillar is an advantage Swiss German at a native level as well as English language skills at at least B2 level Driver's license category B Independent, structured, and customer-oriented way of working Communication skills and enjoyment of personal consulting Entrepreneurial thinking and high self-motivation Have we sparked your interest? Then we look forward to receiving your complete application documents with a resume as well as relevant certificates and diplomas. We will carefully review your documents and look forward to getting to know you. jpid291abc2jm jit0728jm jiy26jm

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Posted 3 days ago

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