Business Development Partner
Switzerland
Full Time
2 hours ago
No Sponsorship
Key skills
Mentoring
About this role
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.