Pension Advisor

Job Description

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 financial and pension advisor in the financial services sector, with the willingness to accompany our vision and growth plans.

Tasks

• Needs-oriented and professional advice for 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
• Care and management of the 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 an advisor in the insurance or pension sector
• 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)