Pension Advisor in Suisse Romande

Monitoring portfolio clients; responding to their technical requests Pension Advisor (f/m/d) in Suisse Romande (Valais) Your creative space Monitoring portfolio clients; responding to their technical requests Pension advice and retirement planning in the areas of pensions, assets, finance, real estate, etc. in compliance with instructions on advisory responsibility and the use of digital communication tools Pension proposals in the form of periodic premiums and/or single premiums Planning and implementation of market development measures and sales campaigns Complex retirement analysis and development of tailor-made insurance solutions for a demanding clientele Carrying out administrative work and providing relevant control data Your wealth of experience Successfully completed an AFA, IAF or Federal Diploma in the insurance or finance sector Several years of professional experience in consulting, sales or in the insurance and finance sector, with a focus on retirement issues Affinity for financial and retirement products as well as enjoyment of modern and contemporary digital tools Your advantages Credible, direct and proactive: as a cooperative, we cultivate agility, feedback, personal responsibility and constant learning. Within our solid team with flat hierarchies, we use the informal 'tu'. At Pax, you are not just a cog in the machine, but a personality who acts and creates in a responsible manner. You actively shape your working environment in the spirit of our cooperative roots. Pax offers you the best benefits in terms of occupational pension schemes. If you wish, we will analyze your individual situation free of charge, and you will benefit from tax advantages. We offer you a safe, valuing and familiar working environment that promotes collaboration on an equal footing – and in which you can sustainably develop your personal potential. At Pax, you benefit from 26 to 30 days of vacation per year. For us, it is not a question of rank, but of age. Just ask Carine Wahl will be happy to help you. Write an email (<>) Yann Kobel, head of the PV retirement center This is how your application proceeds 1\. Receipt and preselection of applications 2\. Video interview with HR and the specialist department 3\. Second interview (possibly with mini-case study, presentation and technical discussion) 4\. Mini-case study with presentation and technical discussion 5\. Obtaining reference information 6\. Offer and execution of the contract This is what awaits you At Pax, you don't just have a job. Tasks, challenges and areas of responsibility await you. These give you the opportunity to develop. You will not only be remunerated for your commitment, but also respected and valued. This is who we are Our vision is to become the best pension insurance for our female and male clients. We achieve this by making pension planning simple. That is why we work with personalities who want to make things move and achieve common goals. jpid73d6583jm jit0834jm jiy26jm