Finance and Pension Advisor

Finance and Pension Advisor
Who we are
smzh is an independent financial service provider that is available to its customers with comprehensive, transparent and sustainable advice in the areas of finance & investments, pension & insurance, mortgages & real estate as well as taxes & law.
We are an established and fast-growing financial services company and, for further business development, are looking for a motivated finance and pension advisor in the financial services sector, with the willingness to accompany our vision and growth plans.
What You do
Needs-oriented and professional advice to customers in the finance and pension sector
Acquisition of customers and building up a customer base
Representation of our company at events and in direct customer contact
Support and management of your own customer portfolio through regular customer visits and personal support
What You bring
Completed vocational training (commercial basic training) with 2 to 3 years of experience as an advisor in the field of finance, insurance or pension
Insurance intermediary VBV All Branche is an advantage
Very good German skills (further language skills are an advantage)
Winning personality, high level of commitment
Independent, dedicated and goal-oriented way of working
Very good IT skills (MS Office)
What awaits You
An entrepreneurial and success-oriented working environment
Attractive remuneration and employment conditions
Access to existing partnerships with banks, insurance companies, asset managers, pension funds, fiduciary and tax experts as well as real estate companies
Own company car
Free access to exclusive event and sports events
Modern office premises in the heart of Sursee
Exciting career opportunities and support for external further training jpid84c4a66jm jit0626jm jiy26jm