Customer Advisor (m/f/d), 80–100% – with program for career changers

Become part of our team!

Customer Advisor (m/f/d), 80–100% – with a program for career changers

Benefits

Attractive earning opportunities

Performance is rewarded here. In addition to a fixed income, you benefit from attractive development opportunities.

Company car

Depending on your role and career level, a modern company car is available for customer appointments, professional assignments, and personal use.

Career & further education

We invest in your professional and personal development.

Strong team

You can expect a motivated and supportive environment with flat hierarchies.

Build a valuable network

Make contacts with entrepreneurs, decision-makers, and professionals, and continuously expand your personal and professional network.

Flexible work design

Independent work with high personal responsibility and flexibility.

Modern working methods

Digital processes, modern tools, and an innovative environment.

Meaningful activity

You help people make important financial decisions for their future.

Job description

As a committed financial service provider for private and corporate clients, we offer comprehensive and personal advice in the areas of finance & investments, real estate & mortgages, insurance & retirement planning, as well as taxes & law. Our goal is to create individual, sustainable, and transparent solutions for every life situation that ensure long-term financial security.

Your tasks

• Comprehensive advice to private clients by analyzing their financial situation and developing suitable solutions in the areas of retirement planning, investments, real estate, and taxes

• Contributing to the expansion of our brand and market position through sustainable customer relationships and professional representation of our company

• Building and managing your own customer portfolio, including active acquisition of new clients

• Maintaining and long-term developing existing customer relationships

• Gradual entry into advisory activities by accompanying experienced advisors during client meetings and targeted familiarization with our processes

• Representing our independent and transparent consulting philosophy

Your profile

• Completed vocational training

• Qualification as an insurance broker VBV or IAF certified financial advisor, but not mandatory

• Communicative and committed personality with a passion for working with people

• Independent, structured working style and interest in financial and retirement planning topics

• Good MS Office skills

• Driver's license category B

Ambitious career changers with a flair for sales and interest in financial topics are also welcome! The training to become an insurance broker VBV can be completed alongside employment.

What we offer you

• Modern office setup in the Letzigrund area

• Young, motivated, and collegial team

• Company vehicle

• Diverse and responsible activities with a broad consulting focus

• Structured onboarding and support for professional and personal further education

• High personal responsibility and flexible working hours for a balanced work-life balance

• Modern working environment with contemporary infrastructure, attractive fixed salary, and performance-oriented profit sharing

• Open corporate culture with development opportunities on a personal and professional level