Vorsorgeberater Im Aussendienst

Our client is aglobally recognized financial services powerhouse headquartered in Munich, Germany. It stands as the largest insurance provider in the world and holds the distinction of being Europe’s leading financial services firm.

Duration: Permanent

Application: Only Swiss (EU) passport candidates and candidates with valid work permits will be considered

Description

• You proactively identify and assess clients’ pension needs through in-depth consultations, leveraging a portfolio of retirement and investment products.
• You collaborate closely with internal stakeholders such as product specialists, underwriters, and marketing teams to tailor solutions that align with both client goals and regulatory frameworks.
• You participate in regional and national initiatives, contributing to innovation in pension strategies and digital advisory tools.
• You maintain detailed records of client interactions and follow-ups using CRM systems, ensuring compliance and continuity of service.
• You may also be involved in mentoring junior advisors or onboarding new team members, especially if you pursue the opportunity to lead a pensions team across the Glarus, Rapperswil-Jona, and Lachen SZ location

What you bring

• You bring a strong understanding of Swiss pension law and regulatory frameworks, ideally complemented by certifications such as VBV or equivalent.
• You have a proven track record in consultative selling, with the ability to translate complex pension products into clear, value-driven solutions for clients.
• You are digitally fluent, comfortable using tools like SuccessFactors, Salesforce, or internal platforms to manage client relationships and sales pipelines
• You demonstrate entrepreneurial thinking and are motivated by autonomy, with a strong sense of accountability for both individual and team performance.
• You are fluent in German (and ideally English or French), enabling you to serve a diverse client base across the region.

Aston Carter, an Allegis Group company. Allegis Group AG, Aeschengraben 20, CH-4051 Basel, Switzerland. Registration No. CHE-101.865.121. Aston Carter is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group"). Aerotek, Aston Carter, EASi, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at https://www.allegisgroup.com/en-gb/privacy-notices.

To access our Online Privacy Notice, which explains what information we may collect, use, share, and store about you, and describes your rights and choices about this, please go to https://www.allegisgroup.com/en-gb/privacy-notices.

We are part of a global network of companies and as a result, the personal data you provide will be shared within Allegis Group and transferred and processed outside the UK, Switzerland and European Economic Area subject to the protections described in the Allegis Group Online Privacy Notice. We store personal data in the UK, EEA, Switzerland and the USA. If you would like to exercise your privacy rights, please visit the "Contacting Us" section of our Online Privacy Notice at https://www.allegisgroup.com/en-gb/privacy-notices for details on how to contact us. To protect your privacy and security, we may take steps to verify your identity, such as a password and user ID if there is an account associated with your request, or identifying information such as your address or date of birth, before proceeding with your request. If you are resident in the UK, EEA or Switzerland, we will process any access request you make in accordance with our commitments under the UK Data Protection Act, EU-U.S. Privacy Shield or the Swiss-U.S. Privacy Shield.