Pension Consultant

Job Description

smzh is an independent financial service provider that supports its clients 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, to further our 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 clients in the finance and pension sector
• Acquisition of clients and building up a client base
• Representation of our company at events and in direct customer contact
• Support and management of your own client portfolio through regular client 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 (additional language skills are an advantage)
• Winning personality, high level of commitment
• Independent, dedicated, and goal-oriented way of working
• Very good IT skills (MS Office)