Specialist in Retirement and Financial Planning (80 to 100%) in the Bern, Burgdorf, Solothurn area

Specialist in Retirement and Financial Planning (80 to 100%) in the area of Bern, Burgdorf, Solothurn

About the Job

Design your workday according to your ideas and help inform the population about the true retirement situation!

As a specialist in retirement and financial planning, you are an indispensable part of our team and actively support the general agency in the areas of pension planning, retirement, and investment solutions. We offer you exciting places of employment in the Bern region and surroundings.

What we offer you:

We place great value on your personal and professional development and support you comprehensively:

Flexible Working Hours

So you can optimally combine work and private life

Individual Career Development

Through comprehensive training and further education offers 25% premium discount on non-life insurance

25% Premium Discount

On non-life insurance

Generous Contributions to Life Insurance

Attractive Employment Conditions

With above-average social benefits

20 Weeks Maternity Leave

Attractive Fleet Discounts

When buying a car and many other benefits

Your Mission

• Develop and sell innovative financial and pension planning solutions.

• Advise clients in the areas of pension planning and implement the planning with retirement and investment solutions

• Hold inspiring expert lectures on financial and pension planning topics.

• Support our customer advisors throughout the entire sales process.

Inspire with your personality and win new clients and partners.

Your Profile

• At least 3 years of experience in successfully selling retirement and financial products.

• Certification as a financial planner with federal diploma or equivalent qualification (e.g. university, FH, certified financial planning expert, MAS Financial Consulting ZHAW).

• Flexibility and resilience: You maintain an overview even in hectic times.

• Customer orientation and assertiveness: You work independently and reliably.

• Outstanding social competence and a convincing appearance.

• Excellent German language skills in spoken and written form; additional language skills are a plus.

• Knowledge of Logismata software is a plus

• Willingness to travel within the sales area (up to 50%).

Does this sound like your next challenge? Then we look forward to meeting you!

Information for Recruitment Agencies:

Zurich does not accept unsolicited applications from recruitment agencies for this position. Recruitment agencies are therefore requested not to submit applicant documents to our employees or through our online career portal.