Overview
UK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements.
Do you combine your "power" with initiative and sales talent? If you like to work independently and are nevertheless a team player, then you are the ideal reinforcement for our client. Our client is a privately held insurance brokerage and financial advisory firm that offers its clients a wide range of financial products and services, including short- and long-term insurance solutions, pension and tax advice and a range of advisory services.
Responsibilities
* Sales in the private customer sector with the target group expats in Switzerland
* Client acquisition
* Advice and support for international customers
* Quotation orders and tenders
* Organization of the company event
* Participation in trade fairs
Qualifications
* Completed training in the insurance industry
* Several years of experience as an insurance consultant or broker
* Enjoyment of needs-based advice and a high level of customer orientation
* Reported sales result in the insurance business
* Strong self-motivation, self-discipline and proactive action
* Language skills: fluent in German and English
Benefits
* A young and motivated team
* An attractive location in the center of Zug
* The opportunity to complete a part-time further training course.
An exciting and varied job with an international clientele awaits you. Convince us with your meaningful application below.
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or be on the Swiss FINMA register). This is a performance-driven, client-facing role focused on relationship development and growth.
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