Career change into financial consulting in field service | 100 %

Career change into financial consulting in field service | 100 %

Region Zürich · SWISSVIVO AG, Glattbrugg

Do you want to reorient yourself professionally and are interested in insurance, pension, and financial matters? At SWISSVIVO, you will learn consulting from the ground up and develop your professional skills step by step.

For our team, we are looking for a communicative personality who enjoys approaching people, takes responsibility, and is ready to familiarize themselves with a new professional field.

About SWISSVIVO

SWISSVIVO is an independent financial service provider based in Glattbrugg. We accompany private individuals with questions regarding insurance, pension, and financial planning. The focus is on the personal life situation of our customers as well as understandable, long-term consulting.

Your tasks

You establish new customer contacts and build long-term customer relationships.

You record the personal and financial situation of your customers.

Together with experienced specialists, you develop suitable insurance and pension solutions.

You explain offers understandably and accompany your clientele during decisions and contract conclusions.

You prepare consulting sessions, document the results, and look after your clientele even after the conclusion.

At the beginning, you will take on supporting tasks. With growing experience and the necessary qualifications, you will develop into independent consulting.

What you bring with you

A completed vocational training

Very good German skills in speaking and writing

Enjoyment of personal customer contact as well as interest in consulting and sales

Interest in insurance, pension, and financial planning

Willingness to learn and motivation to undergo professional further education

A reliable, structured, and independent way of working

A professional, respectful appearance and enjoyment of cooperation

A flawless reputation

Residence in the greater Zurich area or the immediate vicinity

Driver's license and own vehicle for customer appointments in field service

Prior knowledge in the financial industry is not a prerequisite for the career change.

How your entry is planned

In an upstream, two-month entry phase, you will gain insight into our work. The appointments take place in the evening and on Saturday.

After successful completion of this phase, the full-time entry as a consultant assistant (female) or consultant assistant (male) is planned. During the first twelve months, a structured training program combines technical basics with practical experience.

Experienced management and specialists accompany your induction and your preparation for the VBV admission exams required for your activity.

Your development opportunities

Technical support during the entry into insurance and financial consulting

A structured training program for career changers

Digital consulting tools and support from internal and external specialists

Development into a financial consultant (female) or financial consultant (male) after appropriate qualification

Further qualification, for example towards the qualification "Dipl. Finanzberater/in IAF"

Perspectives for additional professional or leadership responsibility

Independent organization of your customer appointments

We look forward to getting to know you

Send your CV, your work certificates, and a few lines regarding your motivation to:

karriere@swissvivo.ch
Subject: Quereinstieg Finanzberatung

SWISSVIVO AG
Schaffhauserstrasse 131
8152 Glattbrugg
www.swissvivo.ch