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Finanz- und Vorsorgeberater (m/w) 80%-100%

smzh ag

Employment type
Part-time
Location
St. Gallen
Company
smzh ag, Kornhausstrasse 25, 9000 St. Gallen
Languages
DE-CH (fluent), German (fluent), English (basic)
First posted
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Job Description: The smzh is an independent financial services provider that offers its customers comprehensive, transparent and sustainable consulting in the areas of finance & investments, provision & insurance, mortgages & real estate as well as taxes & law. We are an established and rapidly growing financial services company and are looking for a motivated financial and provision advisor in the financial services sector, willing to accompany our vision and growth plans. Tasks: • Need-oriented and professional consulting of customers in the financial and provision sector • Acquisition of customers and building a customer base • Representation of our company at events and in direct customer contact • Care and management of one's own customer portfolio through regular customer visits and personal care Job Requirements: • Completed vocational training (commercial basic training) with 2 to 3 years of experience as an advisor in the insurance or provision sector • Insurance broker VBV All Branches of advantage • Very good German language skills (additional language skills of advantage) • Winning personality, high willingness to work • Independent, committed and goal-oriented way of working • Very good IT skills (MS Office)

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Posted 1 week ago

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