Insurance & Pension Planning Advisor, VBV Certification

Bsafe Invest AG

. Advise and support private and business clients in the areas of insurance, pension planning, and wealth building.

Posted 10/10/2026full-timeZug • SwitzerlandMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client advisory, sales strategies, and tailored financial solutions, with a strong focus on building and maintaining client relationships. Proficient in utilizing CRM systems for client data management and documentation.

Highest-signal resume keywords

Client AdvisorySales ExperienceVBV CertificationCRM System ManagementGerman Language Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

SalesInsurancePension PlanningWealth BuildingClient Portfolio ManagementQuotation PreparationClosing Process Guidance

Soft Skills

Excellent Communication SkillsEntrepreneurial MindsetSolution-Oriented MindsetIndependent Working StyleTarget Achievement Focus

Tools & Technologies

CRM System

Certifications & Qualifications

VBV Certification

Industry Keywords

Financial ServicesCustomer AdvisoryField Sales

About the role

Key responsibilities & impact

Advise and support private and business clients in the areas of insurance, pension planning, and wealth building.
Analyze client needs and develop tailored solutions.
Build and maintain your own client portfolio.
Conduct client and advisory meetings on-site, by telephone, or digitally.
Support existing clients and acquire new ones.
Prepare quotations and guide clients through the entire closing process.
Continuously maintain client data and documentation in the CRM system.

Requirements

What you’ll need

You are passionate about sales, selling, and working with people.
Excellent communication skills and a confident manner.
Entrepreneurial and solution-oriented mindset.
Independent working style, willingness to take responsibility, and consistent focus on achieving targets.
Experience in sales, customer advisory, field sales, insurance, or financial services is an advantage but not a prerequisite.
Career changers with a strong willingness to learn and a sales-oriented mindset are welcome.
VBV certification already obtained or willingness to acquire it with support.
Good German language skills and a polished, professional appearance.
Category B driving licence and mobility are an advantage.

Benefits

Comp & perks

Unlimited earning potential – your income reflects your commitment.
Attractive commission model including a fixed salary, commissions, and expense allowances.
High-quality leads and an established client base.
Clear opportunities for advancement, including leadership and management positions.
Professional training and ongoing coaching from experienced sales experts.
Modern work environment with a high degree of flexibility and autonomy.
Opportunity to build a valuable client base and sustainable income.
Exclusive employee benefits: access to attractive fleet vehicle discounts and individual insurance premium reductions.