Financial Advisor: Mortgages & Pension

Financial Advisor: Mortgages & Pension You want to help customers make their dream property a reality - with well-thought-out financing solutions and personal guidance? Then become a Financial Advisor at Strike Advisory in Zürich or Basel! Neho is one of the market-leading brokerage companies in Switzerland. We stand for innovative real estate services that combine human expertise with digital tools. For our innovation, we have been honored with prestigious awards, such as the SEF-Award in 2023. In your role, you will work for our brand Strike Advisory. Strike is the financing department of Neho. Under the Strike brand, we mediate the best mortgage and insurance solutions from the offerings of over 80 partners to real estate buyers and owners. You are brave, flexible, and ready to take on new challenges? Then you are in the right place with us. At Neho and Strike, the pace is high and the learning curve is steep - the perfect opportunity to learn a lot. With your contribution, you can make a difference not only at Neho and Strike, but in the entire real estate sector. Because that is our goal: not just to be a market leader, but to reinvent our industry. Workload: 80 - 100% Your tasks Mortgage and pension advisory Comprehensive financing advice for potential buyers of residential property throughout German-speaking Switzerland Conducting advisory meetings - flexibly online or in person in our modern office premises Development of optimal financing strategies for your customers including risk analysis and potential for tax optimization Demonstrating holistic pension solutions in the context of real estate financing as well as cross-selling corresponding products from our insurance partners Creating individual, tailor-made financing dossiers using modern tools and technologies Obtaining and comparing offers from financial partners as well as conducting negotiations in the interest of your customers Sales & customer acquisition Professional qualification of first-class leads from the Neho ecosystem, which are generated as part of real estate marketing and specifically handed over to you Consistent management of the entire sales process - from initial contact through needs analysis to successful closing Positioning Strike Advisory as an independent, trustworthy partner in real estate acquisition Building a relationship of trust and accompanying your customers through all steps of the real estate purchase (notary, bank, insurance, etc.) Successful and sustainable cooperation with real estate brokers from Neho Data maintenance in the CRM as well as monitoring and evaluating target values and KPIs What we offer Attractive salary structure (fixed salary + variable, performance-related compensation) Qualified leads from the Neho sales team A wide range of solutions and products from our financial partners User-friendly, modern CRM system with optimized work processes Hybrid working model with the possibility of 2 days of home office per week The chance to work directly and concretely on the development of the company Continuous training, coaching, and personal development Start-up feeling, flat hierarchies, short decision-making paths, and an inspiring working atmosphere 5 weeks of vacation + additional days based on years of service, possibilities for remote work ("workation"), fully paid maternity/paternity leave, regular team events, and much more! What you bring At least 2 years of experience in sales in the insurance industry or in brokerage business with a focus on pensions Sound knowledge in real estate financing as well as the ability to analyze customer needs in a structured manner and derive suitable solutions Completed or ongoing further education VBV, Financial Advisor IAF, and/or Financial Planner with federal diploma (at least one of these is mandatory) Pronounced hunter mentality with a strong focus on closing and proven ability to consistently lead sales opportunities to completion Excellent communication skills in German, good English skills Structured way of working with high organizational competence as well as a pronounced ability to set priorities Enjoyment of working in a start-up with high dynamics, short decision-making paths, and the opportunity to actively help shape things Please note that we only accept applications via our career page: / jided06d1cjm jit0519jm jiy26jm