As an IAF Financial Advisor: Pension Provision (m/f/d), you will advise clients on retirement planning - 100% remote, without cold calling, with attractive earning opportunities and fixed appointment scheduling!

For our client, an established and innovative Swiss company in the field of retirement provision and financial advice, we are looking for a committed individual as a IAF Financial Advisor: Pension Provision (m/f/d).

You benefit from a decisive advantage: from your very first day of work, you receive qualified consultation appointments. The clients have already expressed interest and arranged an appointment - you can fully concentrate on advising without having to invest time in cold calling.

If you want to support people with important financial decisions and appreciate a modern, digital way of working, an attractive career prospect with above-average earning potential awaits you.

Your tasks

• Advising private clients on retirement provision and pension planning

• Analysing the personal and financial situation of clients

• Developing individual solutions in the area of vested benefits (2nd pillar)

• Conducting personal or digital advisory meetings

• Building long-term and trusting client relationships

• Independently planning and organising your consultation appointments

• Participating in team meetings and internal training sessions
  

What to expect

• Fixed salary plus attractive performance-based commissions

• 13th month salary

• 5 weeks holiday

• 100% remote work outside client appointments

• Company car, laptop and smartphone

• Fully organised consultation appointments - no cold calling

• Modern CRM and advisory systems

• Flexible working hours and high personal responsibility

• Long-term permanent employment in a growing company

• Appreciative corporate culture with regular team events and development opportunities
  

Your profile

• Completed training as an IAF Financial Advisor (required)

• Experience in financial advice, pension advice or asset management

• Knowledge in the field of retirement provision, vested benefits solutions or 2nd pillar is an advantage

• Swiss German at native level as well as French skills at least B2 level

• Driving licence category B

• Independent, structured and customer-oriented working style

• Strong communication skills and enjoyment of personal advising

• Entrepreneurial thinking as well as high self-motivation
  

Have we piqued your interest?

Then we look forward to receiving your complete application documents including CV as well as relevant certificates and diplomas. We will carefully review your documents and look forward to getting to know you.