Unternehmensberater/in berufliche Vorsorge
Core
Provide customer consultation, acquisition, and on-site visits for pension fund solutions and social insurance services.
Role type
Client-facing business consultant (pension fund)
Builds
Pension fund contracts and social insurance service offerings
Domain
Swiss social insurance and pension funds
Deliverable
client delivery
Required skills
customer acquisition, on-site client visits, contract negotiation, solution presentation, CRM management, cross-selling
Preferred skills
prior experience in social insurance or pension funds, sales experience, fluent German, French and/or Italian
Responsibilities
Conduct customer consultations and acquisition for pension funds, perform on-site visits with clients, initiate contract adjustments and renewals, present pension solutions, manage offer and contract processes, support CRM development, execute cross-selling for first-pillar insurance