IAF Financial Advisor Pension - 100% Remote
- Employment type
- Full-time
- Location
- Zürich · Remote possible
- Company
- Spotted, 8047 Zürich
- First posted
As an IAF Financial Advisor Pension (m/f/d), you advise clients on retirement planning - 100% Remote, without cold calling, with attractive earning opportunities and fixed appointment scheduling!
IAF Financial Advisor Pension (m/f/d) - 100% Remote
For our client, an established and innovative Swiss company in the field of retirement planning and financial advice, we are looking for a dedicated personality as an IAF Financial Advisor Pension (m/f/d).
You benefit from a decisive advantage: From your very first day of work, you will receive qualified advisory appointments. The customers have already expressed interest and arranged an appointment - you can concentrate fully on the advice without having to invest time in cold calling.
If you want to accompany people through important financial decisions and appreciate a modern, digital way of working, an attractive career perspective with above-average earning potential awaits you.
Your tasks
Advising private clients regarding retirement planning and pension planning
Analysis of the personal and financial situation of the clients
Development of individual solutions in the area of vested benefits (2nd pillar)
Conducting personal or digital advisory meetings
Building long-term and trusting customer relationships
Independent planning and organization of your advisory appointments
Participation in team meetings and internal further training
What awaits you
Fixed salary as well as attractive performance-related commissions
13th month salary
5 weeks vacation
100% Remote work outside of client appointments
Company vehicle, laptop and smartphone
Fully organized advisory appointments - no cold calling
Modern CRM and advisory systems
Flexible working hours and high level of personal responsibility
Long-term permanent 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 advice, pension advice or wealth management
Knowledge in the area of retirement planning, vested benefits solutions or 2nd pillar is an advantage
Swiss German at native level as well as French language skills at least at B2 level
Driver's license category B
Independent, structured and customer-oriented way of working
Strong communication skills and enjoyment of personal advising
Entrepreneurial thinking as well as high self-motivation
Have we aroused your interest?
Then we look forward to receiving your complete application documents including CV as well as relevant certificates and diplomas. We will review your documents carefully and look forward to getting to know you. jpid9458665jm jpit0728jm jpiy26jm
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Posted 1 week ago