Business Development Partner – PlusMinus50

📋 Description

• You will integrate our retirement and estate planning products into your existing offerings and assist your clients in creating their personalized retirement solutions.

• You have the option to hand over leads to us or conduct the consultations yourself.

• We will centrally create all legal documents and ensure that each solution is implemented correctly and professionally.

⛳️ Requirements

• Individuals from the insurance and finance sectors who prefer to work independently.

• People who value client proximity, structure, and quality.

• Advisors looking to sensibly expand their offerings.

• Personalities who wish to take on responsibility and grow.

• Partners who operate particularly near Lucerne/Schwyz in the German-speaking part of Switzerland.

🏝️ Benefits

• Attractive and transparent commission structure.

• Fully developed and tested retirement products.

• Employee training and personal mentoring.

• Professional support in every advisory situation.

• Simple tools and clear processes.

• An ideal complement for brokers, financial planners, and general agencies.