Financial and Pension Consultant

Job Description
smzh is an independent financial service provider that offers its customers 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, to support further business development, we are looking for a motivated financial and pension consultant in the financial services sector with the willingness to accompany our vision and growth plans.

Tasks
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
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 a consultant in the insurance or pension sector
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, 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 Sursee
Exciting career opportunities and support for external further training