Finance and Pension Advisor (m/f) 80%-100%

Job Description:
The smzh is an independent financial service provider that is available to its customers with comprehensive, transparent and sustainable advice in the topics of Finance & Investments, Pension & Insurance, Mortgages & Real Estate as well as Taxes & Law.
We are an established and fast-growing financial services company and are looking for a motivated finance and pension advisor in the financial services sector to support further business development, with the willingness to accompany our vision and growth plans.

Tasks:

• Needs-oriented and professional advice to customers in the finance and pension sector
• Acquisition of customers and building up a customer base
• Representation of our company at events and in direct customer contact
• Support and management of the own customer portfolio through regular customer visits and personal support

Job Requirements:

• Completed vocational training (commercial basic training) with 2 to 3 years of experience as an advisor in the insurance or pension sector
• Insurance intermediary VBV All Branche is an advantage
• Very good German skills (further language skills are an advantage)
• Winning personality, high level of commitment
• Independent, committed and goal-oriented way of working
• Very good IT skills (MS Office)

Contact: duraku@smzh.ch
Link to the job platform: https://smzh.ch/de/karriere/