Finanzplaner (m/w/d) — Zurich Insurance

Full description

Do you enjoy using your analytical thinking to create individual customer solutions in the field of financial and pension planning? Are you used to working as a team player in a dynamic environment with different stakeholders? Do you like working with numbers?

The Center of Competence Financial and Pension Planning develops financial and pension plans for Zurich’s sales. In this role, you support our Zurich pension specialists and create independently and reliably financial and pension planning. A small team is waiting for you, which works together constructively and the willingness to help has an important priority.

Find out here why Zurich Switzerland is one of the "Top 3" employers in Switzerland. Become part of it and apply as a financial planner (m/f/d).

What you do

• You independently create complex financial and pension planning for sales.

• You contribute to the further development of financial planning tools and the optimization of processes.

• You ensure the transfer of knowledge to internal and external partners.

• You are involved in specialist committees and actively participate in projects.

What you bring

• Further education as a financial planner with federal law. Professional card as well as practical experience in financial and pension planning, ideally supplemented by sales experience.

• Independent, structured and responsible working methods.

• Open, communicative and flexible personality with pleasure in dealing with people.

• Knowledge of Logismata’s financial planning tools (Allfina Pro and Pension Planner).

• stylish knowledge of German
• Knowledge of French and/or Italian is an advantage.

Your contact

Senior Talent Acquisition Consultant: Jasmina Pipic (044 628 42 50)

Additional information

Part-time or full-time: 80 - 100%

Place of work: Zurich, Oerlikon

Hybrid work: up to 40%

#LI-Hybrid

We look forward to your online application – even without an application letter. You are welcome to convince us of your motivation during a personal meeting.

Who we are

Zurich is a strong brand – more than 1.4 million Swiss customers rely on our products and services. The basis of our success is our 53,000 employees worldwide, who help our customers in 210 countries and territories to better understand and protect themselves against their risks. In order to provide daily performance, we offer our employees flexible working models and interesting training opportunities. As a Zurich employee, you benefit from a multitude of advantages and a strong culture characterized by acceptance, diversity and team orientation.

At Zurich, we cultivate a culture of diversity and inclusion. Our goals and values are designed to protect our employees, promote trust and help them reach their full potential. We stand for justice and equality among our employees, regardless of gender, gender identity, sexual orientation, origin, ethnicity, religion, etc. The acquisition of our talents and the recruitment processes reflect this commitment in everyday life. Join us and become part of this culture.

Why has Zurich been successful for more than 150 years? See here and become part of it.

Information for recruiters

Zurich does not accept unsolicited applications from recruiters for this position. Therefore, recruiters do not submit applicant documents to our employees or via our online career portal. We reject any responsibility for unsolicited applications and any fees and thank you for your understanding.

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