Swiss Prime International AG supports international professionals, expatriates, private clients and corporate customers with insurance, pension and financial matters in Switzerland. Based in Zug and soon relocating to Rotkreuz, we combine personal advice, tailored solutions and long-term client relationships to help our clients make confident financial decisions.
To strengthen our growing team, we are looking for a motivated and entrepreneurial Financial & Insurance Consultant.
Your responsibilities
- Advising international clients on insurance, pension and financial planning solutions tailored to their individual needs
- Building and maintaining long-term client relationships based on trust, professionalism and outstanding service
- Actively acquiring new clients and further developing existing client relationships
- Preparing proposals and concepts, coordinating their implementation and ensuring a high-quality client experience throughout the advisory process
- Representing Swiss Prime International AG at client events, networking activities and industry exhibitions
- Contributing to the planning and organisation of company and client events
- Working closely with internal specialists and external partners to deliver comprehensive solutions for your clients
Your profile
- Completed training or degree in insurance, finance, banking or a related field
- Several years of experience in insurance or financial advisory services
- Proven track record in sales and client acquisition within the insurance or financial services industry
- Strong relationship-building skills and the ability to identify opportunities while creating genuine value for clients
- Entrepreneurial mindset, initiative and a results-oriented approach
- Independent, structured and reliable way of working
- Fluency in German and English, both written and spoken; additional languages are an advantage
What we offer
- A dynamic and international client environment
- Modern offices in Zug and soon relocating to Rotkreuz
- A high level of autonomy and responsibility
- Opportunities for professional and personal development
- A collaborative team culture with short decision-making paths and mutual support
- Attractive career prospects within a growing and successful organisation
Interested?
If you enjoy building relationships, developing business opportunities and helping clients make well-informed financial decisions, we look forward to receiving your application.