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Client advisor • dietikon

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Pension Advisor

Aston CarterZürich, Zürich, Switzerland

Our client is a Swiss-based insurance provideroffering both basic and supplementary health insurance, but it also provides coverage for vehicles, household contents, private and small businesses.Ac... Mehr anzeigen

IT Auditor – Trusted Advisor für Technology - all genders (80-100%)

Cembra Money Bank AGZürich, Schweiz
Quick Apply

Du baust enge Arbeitsbeziehungen zu unseren Technologieteams auf und pflegst diese – so dass Du ein vertrautes, willkommenes Gesicht in der IT wirst.Du fungierst als Sparringpartner und Trusted Adv... Mehr anzeigen

Global Strategic Advisor for Capital Markets & Fundraising (Commission-Based Freelance)

Global Inspector AIZürich, Zurich, Switzerland
Homeoffice
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Join the Future of Digital Trust & AI.Global Inspector AI™ - Swiss Security Solutions LLC, based in Zürich, Switzerland, is pioneering investigative intelligence and AI innovation through the ... Mehr anzeigen

Client Onboarding & KYC Specialist (temporary)

kessler.vogler gmbhZurich, CH

For our client, a well-established financial services company in Zurich, we are looking for a motivated and detail-oriented professional to join the team for a 12-month fixed-term assignment.In thi... Mehr anzeigen

Digital Sales Advisor – Google Products (German Speaker)

HorizoniaZürich, Switzerland
Quick Apply

We are looking for an ambitious.B2B Sales Development Representative (m/f/d).Google Cloud / Google Ads) in the DACH market.This role is designed for professionals looking to accelerate their intern... Mehr anzeigen

Zürich Flughafen | Beauty Advisor 100%

Marionnaud Switzerland AGKloten, Zurich, Switzerland
Quick Apply

Mit rund 65 Parfümerien in der ganzen Schweiz sind wir die erste Anlaufstelle für unsere Kundinnen und Kunden in Sachen Beauty und Expertise.Wir sind stolz darauf, neben einem breiten Sortiment an ... Mehr anzeigen

Regional Banking Client Partner (Solutions & Delivery) - EMEA

SAP FioneerZürich, ZH, CH
Quick Apply

SAP Fioneer is building the next generation of banking platforms – at the intersection of financial‑services expertise and SAP technology.To further expand our business in the EMEA region, we are l... Mehr anzeigen

Sales Advisor (m/w/d) - Glatt / Wallisellen (60% / 24 Wochenstunden)

H&MWallisellen, Zurich, Switzerland

Als Sales Advisor bei H&M spielst du eine zentrale Rolle bei der Gestaltung eines einzigartigen Kundenerlebnisses.Das Zusammenspiel von deinem Handeln und unseren Werten, trägt zu deinem eigenen un... Mehr anzeigen

Head of Client Relations and Sales, Hydropower Switzerland - Zürich

AFRY Deutschland GmbHZürich, ch

Are you ready to take the next step in your career and drive the sales of AFRY Switzerland’s hydropower business?.As the person responsible for client relations and sales within the Swiss hydropowe... Mehr anzeigen

Senior System Engineer Client/Server (inhouse) a

Nordwand GroupZürich, CH

Wir suchen einen erfahrenen Client/Server System Engineer.In dieser spannenden Funktion können Sie Ihre mehrjährige Berufserfahrung bei einem Schweizer KMU erfolgreich einbringen und erhalten die M... Mehr anzeigen

Client Unit Director

Homberger PersonalberatungZÜRICH, Switzerland

Für unseren Kunden suchen wir eine/n.Client Unit Director / Mitglied GL.Gesamtverantwortung (Beratung, Planung, Budget) für den grössten Agenturkunden.Umfassende und unternehmerische Führung eines ... Mehr anzeigen

Personal Development Sales Advisor

Upward Pathway (Scott Pozil)Zürich, Zurich, Switzerland

Are you a results-driven professional ready for an opportunity that rewards performance, offers full flexibility, and accelerates your personal and professional growth? We’re a global company with ... Mehr anzeigen

Store Style Advisor | Zurich Airport

EZ Service SrlSwitzerland, Zurich

STORE STYLE ADVISOR – ZEGNA ZURICH AIRPORT At Zegna the talents and passion of our people are the pillars of our success.Which is why we’re looking for a Style Advisor in ZURICH AIRPORT to supp... Mehr anzeigen

Beauty Advisor Hourly 60-80% Zürich Sihlcity

KIKOZürich, Schweiz
Quick Apply

KIKO Milano ist ein italienisches Kosmetikunternehmen mit über 1000 Filialen u.Italien, Spanien, Frankreich, Portugal, UK, Indien, USA, Deutschland und der Schweiz.Wir bieten eine breite Palette an... Mehr anzeigen

Senior Client Relationship Manager

ACT Asset Management AGZürich, CH

Are you fed up with constant changes in structures, management and strategy at your present employer?.Then you may like to join our team where you can work free and independent without involvement ... Mehr anzeigen

Luxury Sales Advisor GER/ENG

Luxury ExpertsZürich, ZH, ch

We are currently seeking a multilingual Luxury Sales Advisor for our client’s boutique located in the heart of Zurich.In this role, you will act as a true ambassador of the brand, committed to deli... Mehr anzeigen

Senior Business Analyst – Digitales Onboarding & Client Lifecycle Management

PROSTAFF Schweiz GmbHZürich, Zurich, Switzerland
Quick Apply

Für unseren Kunden im Finanzumfeld suchen wir einen Senior Business Analyst, der die digitalen Onboarding- und Produkteröffnungsprozesse der Zukunft mitgestaltet.In einem interdisziplinären DevOps-... Mehr anzeigen

Regional Banking Client Partner (Solutions & Delivery) - EMEA

SAP FioneerZürich, Zurich, Switzerland

SAP Fioneer is building the next generation of banking platforms – at the intersection of financial‑services expertise and SAP technology.To further expand our business in the EMEA region, we are l... Mehr anzeigen

Client Account Manager, Multi Family Office - Zurich

Big-ExecutiveZürich, Switzerland
Quick Apply

Our client is a growing independent Multi Family Office in Zurich, supporting successful entrepreneurs, business owners and international private clients.This opportunity is ideal for an ambitious ... Mehr anzeigen

Spreitenbach | Beauty Advisor flexible Stundenaushilfe 20-40%

MarionnaudSpreitenbach, CH

Mit rund 65 Parfümerien in der ganzen Schweiz sind wir die ersteAnlaufstelle für unsere Kundinnen und Kunden in Sachen Beauty und Expertise.Wir sind stolz darauf, neben einem breiten Sortiment an h... Mehr anzeigen

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Pension Advisor

Pension Advisor

Aston CarterZürich, Zürich, Switzerland
Vor 30+ Tagen
Stellenbeschreibung

JOB DESCRIPTION

Our client is a Swiss-based insurance provideroffering both basic and supplementary health insurance, but it also provides coverage for vehicles, household contents, private and small businesses.

Description

  • Acquire new customers through a hybrid approach: telephone, virtual consultations, and in-person meetings when needed, especially in the Zurich region.
  • Proactively manage and convert leads provided, while also generating your own through networking and referrals.
  • Represent the company's values—“appreciative,” “entrepreneurial,” and “enthusiastic”—in every customer interaction to ensure a consistent and positive brand experience.
  • Use CRM tools to track customer interactions, follow-ups, and sales progress, ensuring transparency and continuity.
  • Collaborate with internal teams (, marketing, underwriting, and product specialists) to tailor solutions and campaigns to customer needs.
  • Participate in regional sales initiatives and contribute to the continuous improvement of sales strategies and customer engagement models.

What sets you apart:

  • You bring several years of hands-on consulting experience in the Swiss insurance market, ideally with a focus on health and pension products.
  • You hold a recognised qualification such as VBV or IAF and are committed to continuous professional development.
  • You are confident in both warm lead conversion and outbound prospecting, with a proven ability to adapt your approach to different customer types.
  • You are fluent in German and ideally have working knowledge of French, Italian, or English to serve a diverse client base.
  • You are tech-savvy and comfortable using digital tools and CRM systems to manage your pipeline and customer relationships.
  • You are self-motivated, structured, and thrive in a performance-driven environment where customer satisfaction and results go hand in hand.

Job Title: Pension Advisor

Location: Zürich, Switzerland

Job Type: Permanent

Aston Carter, an Allegis Group company. Allegis Group AG, Aeschengraben 20, CH-4051 Basel, Switzerland. Registration No. Aston Carter is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group"). Aerotek, Aston Carter, EASi, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at

To access our Online Privacy Notice, which explains what information we may collect, use, share, and store about you, and describes your rights and choices about this, please go to

We are part of a global network of companies and as a result, the personal data you provide will be shared within Allegis Group and transferred and processed outside the UK, Switzerland and European Economic Area subject to the protections described in the Allegis Group Online Privacy Notice. We store personal data in the UK, EEA, Switzerland and the USA.