Foscaldi Consulting

With us, our clients are not just a number in the system but are cared for comprehensively and personally. Client wishes and satisfaction are our top priority.

Client Advisor Business Clients, Full-time 100%

Full-time 100%DübendorfFoscaldi Consulting GmbH

Position Summary

As a Client Advisor for Business Clients in insurance & pensions, you are responsible for advising and supporting our clients. You build long-term client relationships and support our clients in achieving their financial goals. This position requires a high level of sales skills and client orientation.

Tasks and Responsibilities

  • Identify and acquire potential clients

  • Take over an existing client portfolio with significant potential

  • Conduct detailed needs analyses and individual financial planning for clients

  • Advise on insurance products and pension plans

  • Ensure high client satisfaction

Requirements

  • Experience in the financial industry is a plus

  • Ideally, you hold a qualification as an Insurance Specialist or Insurance Broker VBV

  • Excellent interpersonal and communication skills

  • Strong client orientation and service mentality

  • Self-motivated and results-oriented

What We Offer

  • Diverse and responsible scope of duties

  • Varied activities thanks to a wide range of products and client contacts

  • Above-average earning potential through a performance-based compensation model

  • High flexibility in working hours

Apply Now

Please send your CV and references to stefano@foscaldi.ch.

After an initial phone call, you will meet your supervisors and team for an interview.

stefano@foscaldi.ch