Financial and Insurance advisor

Prestige IFA Jobs
London


Do you combine your “power” with initiative and sales talent?
 If you like to work independently and are nevertheless a team player, then you are the ideal reinforcement for our client.

  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.

The following tasks await you:

  • 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.

An exciting and varied job with an international clientele awaits you. Convince us with your meaningful application below.

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.

Posted 2025-10-12

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