Vorsorgeberater/in Firmenkunden (Mandatsleitung) 80 - 100 %

Job description

Join Valiant, a leading Swiss financial service provider, to simplify life. Tasks Act independently as an expert in pension fund solutions and insurance. Analyze existing solutions and develop future offerings. Lead negotiations and finalize results with providers and managers. Skills Proven customer service passion and several years of experience. Strong market knowledge and FINMA registration required. Good IT skills in WinVS, BAYO, PowerPoint, and Excel. This job ad was AI-translated from German. See original About the job Simplifying together. Because life is full of possibilities. And at the same time has become complex. That is why we are looking for employees who will drive simplicity forward together with us. You will act independently and acquire as an expert for pension fund solutions (BVG) and personal insurances (KTG, UVG, UVG-Z) with existing and new customers work for optimal overall solutions, especially in the executive area analyse existing solutions and develop future ones be responsible for tenders/submissions as well as for conducting negotiations with potential pension providers and asset managers and finalise results in a comparison model accompany current autonomous pension solutions in the realignment at project level develop well-founded decision bases for our customers actively identify and promote cross-selling opportunities with tandem partners work in a highly motivated team actively contribute to further developing the broker services area convince and inspire as a speaker at specialist events and customer occasions You bring passion for customer care and acquisition current market knowledge as well as several years of professional experience in corporate client consulting in the area of pension fund solutions and personal insurances the necessary requirements and registration in the FINMA intermediary register preferably experience at an insurance company, a broker or a collective/community foundation with a focus on sales and customer acquisition a likeable personality and a confident, poised and winning manner good IT skills (WinVS, BAYO, PowerPoint and Excel) About us Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private customers and SMEs a comprehensive, easy-to-understand range of financial services. Valiant is locally anchored in the following 15 cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, Schaffhausen, Solothurn, St. Gallen, Thurgau, Vaud, Zug and Zurich. In addition, it is present throughout Switzerland thanks to innovative digital services. Valiant has a balance sheet total of 38.2 billion Swiss francs and employs around 1200 staff – including over 70 trainees.