Hypothekar- und Vorsorgespezialist (w/m/d) Generalagentur Biel — die Mobiliar
- Location
- Bienne
- Contract
- Full-time
- Posted
- 15 days ago
Full description
What awaits you
As a pension and mortgage specialist, you will support our customers in making important financial decisions. With your expertise, you will develop suitable solutions in the areas of private and professional pension provision and home financing and at the same time strengthen our insurance and pension advisors in customer discussions.
This is what you do with us
The focus of your work is to provide our customers with holistic advice in the areas of pension provision and home financing. You create individual pension and financing solutions and also advise corporate customers on occupational pension issues.
From the initial needs analysis to the successful conclusion, you will support your customers personally and reliably. At the same time, our insurance and pension advisors support you as a competent specialist, thereby creating the basis for convincing advisory experiences.
Together with the sales team, you will further develop the general agency's pension and mortgage business. In doing so, you ensure professional market cultivation and compliance with legal and internal requirements.
What you bring with you
- Completed banking or insurance apprenticeship, supplemented by further training as a financial planner with a federal certificate. Specialist certificate
- Several years of experience in pension advice and/or in the mortgage business
- Independent, reliable and entrepreneurial way of working
- Communicative and winning personality with a strong team orientation
- Very good knowledge of German and French, other languages are an advantage
Work with us
You can expect a varied task with a lot of personal responsibility and creative freedom. In our dedicated team, we work in an uncomplicated manner, support each other and combine insurance, pension and financing expertise under one roof.
Your workplace is centrally located in Biel. The workload is 80-100%. The position will start on January 1, 2027 or by agreement.
We support your professional and personal development with attractive further training opportunities.
This is what we offer
Profit sharing
If we are successful, our employees also benefit. Every year a decision is made about the distribution of a profit share and its amount.
Further training and development
We offer a wide range of internal courses. We participate in job-relevant further training.
Perks
We offer, among other things, up to 25% premium discounts, discounts on mobile phones as well as free flat-rate subscriptions and discounts on cultural events.
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Questions about this listing
What salary does die Mobiliar offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Bienne is CHF 68'500 - 104'000 gross per year — an estimate, not a figure communicated by die Mobiliar. The calculator on this site converts a gross salary into your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does die Mobiliar offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with die Mobiliar during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Bern?
EU/EFTA residents living in the border zone of the country adjoining Canton Bern can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Bern's cantonal migration office or with HR during the application.
How do I apply for this position at die Mobiliar?
Use the "Apply now" button on this page — it links directly to die Mobiliar's original listing at jobs.mobiliar.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.