Financial Advisor: Mortgages & Pension

Financial Advisor: Mortgages & Pension Do you want to help customers make their dream property possible - with well-thought-out financing solutions and personal guidance? Then become a Financial Advisor at Strike Advisory in Zürich or Basel! Neho is one of the market-leading brokerage companies in Switzerland. We stand for innovative real estate services that combine human expertise with digital tools. For our innovation, we have been awarded prestigious prizes, such as the SEF-Award in 2023. In your role, you will work for our brand Strike Advisory. Strike is the financing department of Neho. Under the Strike brand, we mediate the best mortgage and insurance solutions from the offers of over 80 partners to real estate buyers and owners. Are you brave, flexible and ready to take on new challenges? Then you have come to the right place. At Neho and Strike, the tempo is high and the learning curve is steep - the perfect opportunity to learn a lot. With your contribution, you can make a difference not only at Neho and Strike, but in the entire real estate sector. Because that is our goal: not just to be market leaders, but to reinvent our industry. Workload: 80 - 100% Your tasks Mortgage and pension consultancy Comprehensive financing consultancy for prospective buyers of residential property throughout German-speaking Switzerland Conducting advisory meetings - flexibly online or personally in our modern office premises Development of optimal financing strategies for your customers, including risk analysis and potential for tax optimization Demonstrating holistic pension solutions in the context of real estate financing as well as cross-selling corresponding products from our insurance partners Creating individual, tailor-made financing dossiers using modern tools and technologies Obtaining and comparing offers from financial partners as well as conducting negotiations in the interest of your customers Sales & customer acquisition Professional qualification of first-class leads from the Neho ecosystem, which are generated as part of real estate marketing and specifically handed over to you Consistent management of the entire sales process - from initial contact through needs analysis to successful closing Positioning Strike Advisory as an independent, trustworthy partner in real estate acquisition Building a relationship of trust and accompanying your customers through all steps of the real estate purchase (notary, bank, insurance, etc.) Successful and sustainable cooperation with real estate brokers from Neho Data maintenance in the CRM as well as monitoring and evaluating target figures and KPIs What we offer Attractive salary structure (fixed salary + variable, performance-related compensation) Qualified leads from the Neho sales team A wide range of solutions and products from our financial partners User-friendly, modern CRM system with optimized work processes Hybrid working model with the possibility of 2 days of home office per week The chance to work directly and concretely on the development of the company Continuous training, coaching and personal development Start-up feeling, flat hierarchies, short decision-making paths and an inspiring working atmosphere 5 weeks of vacation + additional days based on years of service, opportunities for remote work ("workation"), fully paid maternity/paternity leave, regular team events and much more! What you bring At least 2 years of experience in sales in the insurance industry or in the brokerage business with a focus on pensions Sound knowledge of real estate financing as well as the ability to analyze customer needs in a structured manner and derive suitable solutions Completed or ongoing further training VBV, Financial Advisor IAF and/or Financial Planner with federal diploma (min. one of these is mandatory) Pronounced hunter mentality with strong closing orientation and demonstrable ability to consistently lead sales opportunities to completion Excellent communication skills in German, good English skills Structured way of working with high organizational competence as well as a pronounced ability to set priorities Enjoyment of working in a start-up with high dynamics, short decision-making paths and the possibility to actively help shape things Please note that we only accept applications via our career page: / jpidd402d96jm jit0832jm jiy26jm