Business Development Partner

This is a fully remote position, open to applicants in Switzerland.

📋 Description

• Integrate retirement planning and estate products into the current advisory services.

• Assist clients in developing customized retirement and estate solutions.

• Refer leads to PlusMinus50 or manage the advisory process independently.

• Collaborate with centrally prepared legal documentation.

• Offer clients precise and comprehensive support regarding retirement and estate issues.

⛳️ Requirements

• Licensed insurance brokers, financial planners, or independent advisors based in Switzerland.

• Experience in the insurance or financial services sector.

• Capability to operate autonomously.

• Strong client orientation, excellent organizational abilities, and a commitment to quality.

• Eagerness to significantly enhance the current advisory services.

• Willingness to embrace responsibility and seek professional growth.

• Primary focus in German-speaking Switzerland, preferably near Lucerne/Schwyz.

🏝️ Benefits

• Competitive and transparent commission structure.

• Fully developed and legally reviewed retirement products.

• Comprehensive employee training and personal mentoring.

• Professional assistance in all advisory scenarios.

• User-friendly tools and clear processes.

• An excellent addition for brokers, financial planners, and general agencies.