Pension Planning Expert 100% (f/m/x)

Optimatis is a partner service of comparis.ch AG. As an independent online insurance broker, we pursue the goal of supporting our customers in all insurance matters. Our online platform also offers users the opportunity to get a simple overview of all insurance policies and, if necessary, to be informed automatically about optimization possibilities. Satisfied customers are our top priority and tailor-made advice is our claim. You advise our customers comprehensively in the area of pension provision and pension planning You analyze existing pension situations and identify optimization and purchase opportunities You develop individual pension and retirement strategies, taking into account tax and financial aspects You accompany customers with questions regarding early retirement, capital withdrawal, pension models, and pension gaps You work closely with our insurance and finance experts You contribute actively to the further development of our advisory processes and services Several years of experience in consulting in the area of occupational pension provision, retirement planning, and financial planning In-depth knowledge of the Swiss pension system (1st, 2nd, and 3rd pillar) Ideally further training in the area of financial planning, pension provision, or insurance High customer orientation and enjoyment of intensive advisory conversations Independent, structured, and solution-oriented way of working Very good German and English skills in speaking and writing; other language skills are a plus At Comparis, we believe that we achieve the best results through the independent action of all employees. We maintain a culture of transparency, mutual respect, and trust. We live Lifelong Learning, try many new things, and constantly develop ourselves as individuals, but also as a team. In addition, you can expect flat hierarchies, a lot of autonomy and creative freedom, as well as a competent and motivated team that advises and supports you in your work and makes it easy for you to grow beyond yourself. Last, but not least, we offer flexible working hours with the possibility of working remotely and the option to take unpaid leave. Then do not hesitate and apply for our position today. If you have any questions, Simone, our People Business Partner, will be happy to assist you. We look forward to your application! Note for recruitment agencies: For this position, we only consider direct applications.