Finance and Pension Advisor

Finance and Pension Advisor Who we are smzh is an independent financial service provider that supports its clients with comprehensive, transparent, and sustainable advice on the topics 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 business development, are looking for a motivated finance and pension advisor in the financial services sector, with the readiness to accompany our vision and growth plans. What you do Needs-oriented and professional advice to customers in the finance and pension sector Acquisition of customers and building up a customer base Representation of our company at events and in direct customer contact Support and management of your own customer portfolio through regular customer visits and personal support What you bring Completed vocational training (commercial basic training) with 2 to 3 years of experience as an advisor in the field of finance, insurance, or pension Insurance intermediary VBV All Branche is an advantage Very good German skills (further language skills are an advantage) Winning personality, high level of commitment Independent, committed, and goal-oriented way of working Very good IT skills (MS Office) What awaits you An entrepreneurial and success-oriented working environment Attractive remuneration and employment conditions Access to existing partnerships with banks, insurance companies, asset managers, pension funds, fiduciary and tax experts, as well as real estate companies Own company car Free access to exclusive event and sporting events Modern office premises in the heart of Aarau Exciting career opportunities and support for external further training jpidcaf5226jm jit0626jm jiy26jm