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Customer Advisor Occupational Pension Scheme (60-100%)

Personal Känel AG

Employment type
Full-time
Workload
100%
Location
Bern
Company
Personal Känel AG, 3008 Bern
First posted
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Die Ausgleichskasse des Schweizerischen Gewerbes -- based in Bern -- is a large association compensation fund with 60 employees. The compensation fund is the implementing agency for around 10'000 companies from over 30 industries in the area of AHV/IV/EO as well as for 26 cantonal family allowance regulations. Additionally, a pension fund is managed in-house. For a newly created position in the Pensionskasse team, we are commissioned to search for an engaged and customer-oriented personality as Customer Advisor Occupational Pension Scheme (60 - 100% workload possible and selectable). Your area of responsibility: You will strengthen the existing Customer Advisory team and, after targeted induction, will be responsible for: * Customer advice, support, and acquisition in the area of pension fund * Conducting support and acquisition visits on-site with customers and potential new customers * Initiating and implementing measures for contract adjustment and contract extension * Developing and presenting pension solutions * Quotation and contract management * Assisting in the further development of a systematic customer relationship management as well as competent and sustainable customer care * Cross-selling activities with customers and new customers for the area of the 1st Pillar. Your profile: The successful takeover of the above-mentioned tasks requires: * a commercial basic training * professional experience in the field of social insurance or pension schemes * professional experience or further training in occupational pension schemes is an advantage * joy, flair, and experience in customer contact and customer advice, possibly even already in field service * pronounced service orientation, sociability, open and winning manner * proficient German language skills as well as good French and/or Italian language skills. Become part of a motivated team in which you can look forward to a pleasant and respectful working atmosphere and good team spirit, and benefit from interesting fringe benefits. Interested? The responsible personnel consultant, Raymond Känel, is happy to provide further information -- also [with online appointment booking](< >) -- and looks forward to your application stating your desired workload. Keywords: Vorsorge, Vorsorgeberatung, BVG, berufliche Vorsorge, Pensionskasse, Sozialversicherungen, 2. Säule, Kundenberatung Pensionskasse, Kundenbetreuung Pensionskasse j4id10456385jm j4it1044jm j4iy26jm

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Posted 6 days ago

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