Pension Consultant Corporate Clients (Mandate Management) 80 - 100 %

Pension Consultant Corporate Clients (Mandate Management) 80 - 100 % #

Basel ##

Simplifying together. Because life is full of possibilities. And at the same time has become complex. That is why we are looking for employees who will drive simplicity forward together with us.

You will ##

• act independently and acquire new business as an expert for pension fund solutions (BVG) and personal insurance (KTG, UVG, UVG-Z) for existing and new customers
• work for optimal overall solutions, particularly in the management level
• analyze existing solutions and develop future ones
• be responsible for tenders/submissions as well as for conducting negotiations with potential pension providers and asset managers and finalize results in a comparison model
• accompany today's autonomous pension solutions in their realignment at the project level
• develop sound decision-making bases for our customers
• actively identify and drive cross-selling opportunities with tandem partners
• work in a highly motivated team
• be actively involved in further developing the service area of broker services
• convince and inspire as a speaker at specialist events and customer occasions

You bring ##

• passion for customer care and customer acquisition
• current market knowledge as well as several years of professional experience in corporate client consulting in the field of pension fund solutions and personal insurance
• the necessary requirements and registration in the FINMA intermediary register
• preferably experience at an insurance company, a broker, or a collective/community foundation with a focus on sales and customer acquisition
• a sympathetic personality and have a stylish, sovereign, and winning appearance
• good IT skills (WinVS, BAYO, Power Point and Excel)