Estate Planning Advisor in Neuchâtel

Tasks

• The goal is to bring a prospective customer into the closing market.
• This job description is intended for a candidate who excels in a wide range of tasks related to retirement planning, estate planning, and family planning.
• The tasks focus on the organization's commitment to the region and its strategy for the coming decades.
• A versatile job description that should be suitable for several people.
• Teamwork in a small group.

Requirements

• Knowledge of accounting, law, taxes, and social security
• Excellent knowledge of the local legal system and language
• Excellent knowledge of the software, particularly the "Vera" and/or "Talent" applications
• Active PC User
• Knowledge of sales promotion and customer service
• Category B Driver's License (Requires a personal vehicle)

We offer

• Generous and competitive compensation package
• Opportunity to work from home
• Complete Stock Options on the CLER - Part of the Group
• Personal Retirement Insurance
• Employee Portal with useful information and services
• Job Ticket (or a subsidized pass)
• Support from experienced and dedicated colleagues
• Personal contact person for personal matters
• Location near the station with good public transportation