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IAF Financial Advisor: Pensions - 100% Remote

Spotted

Employment type
Full-time
Location
Zürich · Remote possible
Company
Spotted, 8047 Zürich
First posted
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As an IAF Financial Advisor: Pensions (m/w/d), you will advise customers on pension planning. IAF Financial Advisor: Pensions (m/w/d) - 100% Remote, without cold acquisition, with attractive earning opportunities and fixed appointment scheduling! For our client, an established and innovative Swiss company in the field of pension planning and financial consulting, we are looking for a committed personality as IAF Financial Advisor: Pensions (m/w/d). You benefit from a decisive advantage: From your first day of work, you will receive qualified consulting appointments. The customers have already expressed interest and scheduled an appointment - you can focus entirely on consulting without having to invest time in cold acquisition. If you want to accompany people in important financial decisions and appreciate a modern, digital way of working, an attractive career perspective with above-average earning potential awaits you. Your tasks: Consulting private customers on pension planning and provision planning, Analysis of the personal and financial situation of customers, Development of individual solutions in the area of occupational pension provision (2nd pillar), Conducting personal or digital consulting conversations, Building long-term and trusting customer relationships, Independent planning and organization of your consulting appointments, Participation in team meetings and internal training sessions. What you can expect: Fixed salary plus attractive performance-related commissions, 13th monthly salary, 5 weeks of vacation, 100% remote work outside of customer appointments, Company car, laptop, and smartphone, Fully organized consulting appointments - no cold acquisition, Modern CRM and consulting systems, Flexible working hours and high degree of autonomy, Long-term permanent position in a growing company, Appreciative corporate culture with regular team events and development opportunities. Your profile: Completed training as an IAF Financial Advisor (necessary), Experience in financial consulting, pension consulting, or asset consulting, Knowledge in the area of pension planning, pension solutions, or 2nd pillar is an advantage, Swiss German at native language level as well as French language skills at least at B2 level, Driver's license category B, Independent, structured, and customer-oriented way of working, Communication strength and pleasure in personal consulting, Entrepreneurial thinking and high self-motivation. Have we sparked your interest? Then we look forward to receiving your complete application documents with a resume as well as relevant certificates and diplomas. We carefully review your documents and look forward to getting to know you. jpid9458665jm jpit0728jm jpiy26jm

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