Finance and Pension Consultant

Job Description
The smzh is an independent financial service provider that is available to its customers with comprehensive, transparent, and sustainable advice on the topics 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 Consultant in the financial services sector, with the willingness to accompany our vision and growth plans.

Tasks

• Need-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

Job Requirements

• Completed vocational training (commercial basic training) with 2 to 3 years of experience as a consultant in the field of insurance or pension
• Insurance intermediary VBV All Branche is an advantage
• Very good German skills (additional language skills are an advantage)
• Winning personality, high level of commitment
• Independent, committed, and goal-oriented way of working
• Very good IT skills (MS Office)

Job Benefits

• 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 sporting events
• Modern office premises in the heart of Baden
• Exciting career opportunities and support for external further training