At a Glance
- Tasks: Engage with international clients, providing tailored financial and insurance advice.
- Company: Join a dynamic team at Swiss Prime International AG, a leading insurance brokerage.
- Benefits: Enjoy a vibrant work environment, competitive salary, and opportunities for further training.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in insurance sales and strong customer service skills required.
- Other info: Work in the heart of Zug with a motivated, young team.
The predicted salary is between 36000 - 60000 £ per year.
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.
The Following Tasks Await You
- 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
What You Bring With You
- 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
What We Offer
- 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: This position would typically suit experienced and qualified IFA candidates. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales experience.
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FINANCIAL AND INSURANCE ADVISOR employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL AND INSURANCE ADVISOR
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial and insurance sectors. Attend industry events or trade fairs where you can meet potential employers and showcase your skills. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by practising common questions related to sales and client management. We suggest role-playing with a friend or using online resources to refine your pitch. Show them you’re not just qualified, but also passionate about helping clients!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email expressing your appreciation for the opportunity. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Financial and Insurance Advisor role. We’ve got all the latest openings, and applying directly shows your commitment to joining our team. Let’s get you that job!
We think you need these skills to ace FINANCIAL AND INSURANCE ADVISOR
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the insurance industry and any sales achievements. We want to see how your skills align with the role of a Financial and Insurance Advisor, so don’t hold back on showcasing your strengths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share your passion for client-facing work and how your proactive approach has led to success in previous positions.
Showcase Your Language Skills: Since fluency in German and English is key for this role, make sure to highlight your language skills prominently. If you have any relevant certifications or experiences that demonstrate your proficiency, include those too!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out on joining our motivated team!
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Products Inside Out
As a Financial and Insurance Advisor, you need to be well-versed in the financial products and services you'll be discussing. Brush up on the specifics of short- and long-term insurance solutions, pension advice, and any other relevant offerings. This knowledge will not only boost your confidence but also impress your interviewers.
✨Showcase Your Sales Skills
Since this role is heavily sales-driven, prepare to discuss your past sales achievements. Bring concrete examples of how you've successfully acquired clients or met targets in the insurance sector. Use metrics to quantify your success, as numbers speak volumes in interviews.
✨Demonstrate Client-Centric Thinking
Highlight your ability to provide needs-based advice and exceptional customer service. Prepare scenarios where you’ve gone above and beyond for clients, especially in dealing with international customers. This will show that you understand the importance of client relationships in this role.
✨Be Ready for Role-Play Scenarios
Expect some role-play during the interview to assess your advisory skills. Practice how you would approach a potential client, focusing on building rapport and understanding their needs. This will help you demonstrate your proactive action and self-motivation in a real-world context.