Financial and Insurance Advisor

About the Company

Our client is a privately held insurance brokerage and financial advisory firm based in Switzerland, offering a comprehensive range of financial products and services. The firm specializes in short- and long-term insurance solutions, pension planning, tax advisory, and broader financial consulting services. With a strong focus on delivering tailored advice, they serve an international client base, particularly expatriates living in Switzerland.

Our client is seeking an experienced Insurance Advisor in Zug, Switzerland to support their growing expat client base. This is an exciting opportunity for a sales-driven professional who enjoys working independently while contributing to a collaborative team environment. The role focuses on client acquisition, advisory services, and developing long-term relationships within the international community.

• Competitive, performance-driven compensation structure
• Strong earning potential based on sales results

• Opportunity to pursue part-time further education and professional development
• Exposure to international clients and cross-border financial planning

• Young, dynamic, and motivated team
• Attractive office location in the center of Zug
• Supportive and entrepreneurial working environment

• Drive sales within the private client sector, focusing on expatriates in Switzerland
• Acquire new clients and expand the existing client base
• Provide tailored advice and ongoing support to international clients
• Prepare quotations, proposals, and participate in tenders
• Assist in organizing company events
• Represent the company at trade fairs and industry events

• Minimum 3+ years of client-facing experience in wealth management or life insurance advisory
• Proven track record of sales success within the insurance or financial services sector
• Experience working with international or expat clients is advantageous

• Completed training in the insurance industry
• Recognized investment qualifications (e.g., CISI, CII or listed on the Swiss FINMA register) preferred

• Strong sales ability with a results-driven mindset
• High level of self-motivation, discipline, and initiative
• Excellent customer service and relationship-building skills
• Ability to provide needs-based, tailored financial advice
• Fluent in German and English

We are looking for a proactive and driven Insurance Advisor who combines sales talent with independence and a team-oriented mindset. Ideal candidates will:

• Thrive in a performance-driven environment
• Be confident in acquiring and managing clients
• Have strong interpersonal and communication skills
• Be motivated to build a long-term career within the Swiss financial services sector

UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).