Insurance & Pension Advisor, VBV Certification

Bsafe Invest AG

Engagierte/r Kundenberater/in für Versicherung & Vorsorge bei Bsafe Invest AG in Zug, Schweiz. Unterstützung und Beratung von Privat- und Geschäftskunden mit Fokus auf individuelle Lösungen.

Posted 6/27/2026full-timeZug • 🇨🇭 SwitzerlandMid-LevelSenior💰 CHF 80,000 - CHF 120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

The ideal candidate must demonstrate strong sales acumen and the ability to build and maintain client relationships while providing tailored financial solutions. A proactive, solution-oriented mindset and effective communication skills are essential for success in client advisory roles.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Portfolio ManagementInsurance PlanningRetirement PlanningWealth AccumulationSales StrategyCustomer AdvisoryQuote PreparationCRM Data ManagementClosing Process Support

Soft Skills

AmbitionGoal OrientationStrong CommunicationPersuasive PresenceEntrepreneurial ThinkingIndependenceResponsibilitySolution-Focused MindsetWillingness to Learn

Tools & Technologies

CRM System

Certifications & Qualifications

VBV Certification

Industry Keywords

SalesField SalesInsurance IndustryFinance IndustryClient AcquisitionClient ServiceCustomer Relationship Management

About the role

Key responsibilities & impact

Advise and support private and corporate clients in the areas of insurance, retirement planning, and wealth accumulation.
Analyze client needs and develop tailored solutions.
Build and maintain your own client portfolio.
Conduct client and advisory meetings on-site, by phone, or digitally.
Service existing clients and acquire new customers.
Prepare quotes and support the entire closing process.
Maintain client data and documentation in the CRM system on an ongoing basis.

Requirements

What you’ll need

You are ambitious, goal-oriented, and driven to achieve above-average results.
You are passionate about sales, distribution, and working with people.
You have strong communication skills and a confident, persuasive presence.
You think entrepreneurially, spot opportunities, and act in a solution-focused manner.
You work independently, take responsibility, and pursue your goals consistently.
Experience in sales, customer advisory, field sales, or the insurance/finance industry is an advantage but not required.
Career changers with a strong willingness to learn and a sales mentality are explicitly welcome.
You either already hold the VBV certification or are willing to obtain it with our support.
You have good German language skills and a polished, professional appearance.
A valid category B driving license and mobility are advantageous.

Benefits

Comp & perks

Unlimited earning potential — your effort determines your income.
Attractive commission model with a base salary, commissions, and expense allowances.
Clear career advancement opportunities up to leadership and management positions.
Professional training and continuous coaching by experienced sales experts.
Modern work environment with high flexibility and autonomy.
The opportunity to build a valuable client base and a sustainable income.
Exclusive employee benefits: access to favorable vehicle fleet discounts and discounts on individual insurance premiums.