IAF Financial Advisor: Pensions - 100% Remote
Spotted
- Employment type
- Full-time
- Location
- Zürich · Remote possible
- Company
- Spotted, 8047 Zürich
- First posted
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
Automatically translated from the original.
Posted 3 days ago