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Role Overview

You integrate our retirement planning and estate solutions into your existing offering and guide your clients in creating their personal retirement and estate plans.
You can hand off leads to us or conduct the advisory process yourself.
We prepare all legal documents centrally and ensure every solution is professionally correct and properly implemented.

Requirements

Professionals from the insurance and financial sectors who work independently.
Individuals who value close client relationships, structure, and quality.
Advisors who want to meaningfully expand their service offering.
Personalities who are willing to take responsibility and grow.
Partners operating in German-speaking Switzerland, particularly near Lucerne/Schwyz.

Benefits

Attractive and transparent commissions.
Fully developed and vetted retirement and estate 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.

Plusminus50: Was Wäre Wenn...

Open Positions (1)

Sales

Business Development Partner