Originally published in German
You are reading a translation. The original may include details the translation leaves out.
Specialist in Retirement and Financial Planning (80 to 100%) in the Bern, Burgdorf, Solothurn area
About the Job
Shape your workday according to your ideas and help inform the public 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 locations in the Bern region and surroundings.
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.
Deliver inspiring expert presentations 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, both spoken and written; 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? 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.