Mortgage and Pension Specialist (w/m/d) General Agency Biel

Job Description

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Hypothekar- und Vorsorgespezialist (w/m/d) Generalagentur Biel #

Insurance General Agency / Biel/ Experienced Professionals/ Permanent/ 80% - 100%

What awaits you ##

As a pension and mortgage specialist, you accompany our customers through important financial decisions. With your expertise, you develop suitable solutions in the areas of private and occupational pension schemes, home financing, and simultaneously strengthen our insurance and pension advisors during customer consultations.

What you will achieve with us ##

At the center of your activity is the holistic advice of our customers in the areas of pension and home financing. You create individual pension and financing solutions and also advise corporate customers on matters of occupational pension schemes.

From the initial needs analysis to the successful conclusion, you accompany your customers personally and reliably. At the same time, you support our insurance and pension advisors as a competent specialist, thereby creating the foundation for convincing advisory experiences.

Together with the sales team, you further develop the pension and mortgage business of the general agency. In doing so, you ensure professional market development as well as compliance with legal and internal requirements.

What you bring with you ##

• Completed banking or insurance apprenticeship, supplemented by further training as a financial planner with a federal diploma
• Several years of experience in pension consulting and/or mortgage business
• Independent, reliable, and entrepreneurial way of working
• Communicative and winning personality with a strong team orientation
• Very good German and French skills, other languages are an advantage

Working with us ##

A varied task with a lot of personal responsibility and creative freedom awaits you. In our committed team, we work in an uncomplicated manner, support each other, and combine insurance, pension, and financing expertise under one roof.

Your workplace is centrally located in Biel. The workload is 80-100%. The start of employment is on 1 January 2027 or by arrangement.

We support your professional and personal development with attractive continuing education opportunities.

What we offer ##

Profit sharing #####

If we are successful, our employees also benefit. Every year, a decision is made regarding the distribution of a profit share and its amount.

Further education and development #####

We offer a diverse range of internal courses. We participate in job-related further training.

Discounts #####

We offer, among other things, up to 25% premium discount, discounts on mobile phones as well as free subscriptions with flat rates and discounts on cultural events.

Curious? ##

Apply quickly and easily via e-mail to the address below. We look forward to meeting you!

If you have any questions, please feel free to contact me:

Björn Drescher
Head of Sales

Tel: 032 327 29 13
E-Mail: bjoern.drescher@mobiliar.ch

Learn more ##

Professions #####

Are you looking for an exciting work environment where you can contribute your knowledge and personality? We are looking for employees and managers who fit our values and want to make a difference.

Working at the General Agency #####

The approximately 80 general agencies of Mobiliar with over 160 locations offer diverse jobs and attractive career opportunities.

Mobiliar as an employer #####

Experience what defines our culture and cooperation and discover our terms of employment.