Description

- Retirement planningSWISS SERENITY HOLDING SAEntire Switzerland · Permanent positionHome office and — · Bilingual FR / DE · German-speaking and Western SwitzerlandSwiss Serenity Holding SASwiss Serenity Holding SA is a Swiss corporate group based in Porrentruy, a leader in the search for and management of vested benefits assets, and active in mortgage brokerage and retirement planning. Digitally, our structure combines professional expertise with advanced technological solutions to provide first-class service. Over several years, we have built an active base of over users on our platforms, which we make available to our consultants. At Swiss Serenity, we maintain a sophisticated, positive, appreciative, and stimulating work environment. Professional development, team spirit, and personal ambition are lived reality. We create the best conditions for our employees to achieve peak performance and reach their professional and personal goals.The PositionYou are joining a solid structure and benefiting from a rare advantage in the industry: From your start, you will receive a portfolio of qualified prospects with concrete needs. They have already scheduled an appointment to address their requirements. Your task is to accompany them in their retirement planning: to analyze their situation, to develop customized solutions for the investment of their vested benefits capital (2nd pillar), and to build a long-term relationship of trust.Customer appointments take place at the client's location or via video conference. The rest of the time, you work from your home office.- Comprehensive asset and pension analysis and development of individually adapted solutions- Independent and free appointment management- Appointments are organized by our customer service. Your calendar fills itself — you focus on the consultation and do not have to acquire new clients.- Participation in training and internal eventsYou have the freedom to use the portfolio and the tools. What you make of it is entirely up to you.Remuneration + What we offer- Fixed salary + variable commissions (commission advance upon agreement), estimated annual salary over CHF — for high-performing profiles, with potential over CHF —- Weeks of paid vacation- Company vehicle, phone, and computer- State-of-the-art technological solutions: CRM, reporting, portfolio management. Everything is designed so that you can work quickly, efficiently, and smoothly.- Appointments provided by our customer service. No cold calling.- Flexible working hours and full autonomy in time management- Team meetings, team building, healthy and sophisticated work environment- Permanent position with probationary periodThe Profile We Are Looking ForWe are looking for independent, committed, and results-oriented professionals. People who seize the opportunity, invest in their personal development, and approach every task with positivity, enthusiasm, diligence, and ambition. People who are coachable, willing to learn, reliable, and self-responsible. High ethics and a winning mentality are required. If you recognize yourself in these criteria, we look forward to your application. Otherwise, we thank you for your interest in Swiss Serenity. We are looking for profiles that are available immediately or at short notice.Requirements:- IAF degree mandatory- Proven experience in pension planning and in consulting is mandatory, as internal communication and management are conducted in French. Bilingualism in French and Swiss German is a great advantage.- Valid driver's licenseYou are:- Independent, organized, and diligent: You manage your priorities without supervision- Punctual and reliable. Your commitments are always kept- Well-groomed in your appearance and your demeanor in customer contact: You know how to listen, convince, and build long-term loyalty- Committed to your personal and professional development in the long termOur Selection ProcessThe process follows three clear steps:Step 1 — Collective interview via video conferenceCandidates selected based on their documents will be invited to a group session via video conference or as a recording. In this meeting, you will learn more about the position, the company, and the working conditions.Step 2 — Individual interview via video conferenceAn individual interview via video conference will be conducted with the selected candidates. The goal is simple: to get to know you, to better understand your background and your suitability for the position.Step 3 — Personal meetingWe meet the selected candidates in person and make our final decision.ApplicationTake the time to get to know us before you submit your application. Your application must mandatorily contain a CV, a cover letter, as well as a copy of your IAF diploma. Incomplete applications will not be considered. We look forward to getting to know your background and reviewing your application. jid1a6f466aen jit0626aen jpiy26aen