Mortgage and Pension Expert

Mortgage and Pension Expert Do you want to help customers make their dream property a reality - with well-thought-out financing solutions and personal support? 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 awarded prestigious prizes, 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. As an independent intermediary, we offer real estate buyers and owners the best mortgage and insurance solutions from the offerings of over 80 partners. Do you feel like stepping on the gas and celebrating successes together? Then you have come to the right place. At Neho and Strike, the tempo 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 consulting Comprehensive financing advice for prospective 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, protection, and potential for tax optimization Demonstrating holistic pension solutions in the context of real estate financing as well as cross-selling of corresponding products from our insurance partners Creating individual, tailor-made financing dossiers with the help of 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 agents from Neho Data maintenance in the CRM as well as monitoring and evaluating target objectives and KPIs What we offer Attractive salary structure: fixed salary + variable, performance-related compensation Close cooperation with the Neho sales team: qualified leads, an established network of buyers and owners, as well as valuable insights into the real estate market 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 Ongoing training, coaching and personal development Start-up feeling, flat hierarchies, short decision-making paths and an inspiring working atmosphere 5 weeks vacation + additional days after years of service, opportunities for remote work abroad, 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 the intermediary business with a focus on pensions Completed or ongoing further training VBV, Financial Advisor IAF and/or Financial Planner with federal diploma Sound knowledge in real estate financing as well as the ability to analyze customer needs in a structured manner and derive suitable solutions Strong orientation towards closing as well as the ability to consistently lead sales opportunities to completion Excellent communication skills in German (native language), good English skills Structured way of working with high organizational competence as well as a strong ability to set priorities Enjoyment of working in a start-up with high dynamics, short decision-making paths and the opportunity to actively shape things Please note that we only accept applications via our career page: / jpid996f6adjm jit0832jm jiy26jm