FINANCIAL AND INSURANCE ADVISOR

Ifa Jobs; City of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable insurance brokerage and financial advisory firm in the City of London is seeking an experienced insurance consultant. This role involves sales targeting expats in Switzerland, client acquisition, and providing needs-based advice. Candidates must have completed training in the insurance industry, significant experience in the sector, and be fluent in both German and English. A motivated team and opportunities for further training are offered.

Benefits

A young and motivated team

Attractive location in the center of Zug

Opportunity for part-time further training

Qualifications

• Several years of experience as an insurance consultant or broker.
• Enjoyment of needs-based advice with a strong focus on customers.
• Reported sales results in the insurance business.

Responsibilities

• Sales in the private customer sector targeting expats in Switzerland.
• Client acquisition and advice for international customers.
• Organization of company events and participation in trade fairs.

Skills

Customer orientation

Fluent in German

Fluent in English

Sales motivation

Education

Completed training in the insurance industry

Job description

Overview

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

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.

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.