Fachspezialistinbvgvertrieb(Middle-office)

vor 1 Tag


Kanton Zug, Schweiz Esprit Personalberatung Vollzeit

Unser Auftraggeber verwaltet halb/-autonome Vorsorgeeinrichtungen und komplexe Sammelstiftungslösungen. Dabei bietet er umfassende und individuelle Lösungen im Bereich der
- **Berufliche**n
- **Vorsorge** an. Im Zuge der hohen Kundennachfrage wird eine neue Stelle im Middle-Office zwischen Frontvertrieb und operativer Abwicklung geschaffen. Dabei bilden Sie eine wirkungsvolle Unterstützung für die Beratungsfront und sorgen für die Steuerung der relevanten Eckdaten für das "Back-Office". Zusammengefasst können Sie folgende Aufgaben übernehmen:
- Erstellen aussagekräftiger Präsentationen für die BeraterInnen/Pitches"
- Erstellen konkreter Offerten inklusive Parametrieren von Vorsorgeplänen für die angebotenen Vorsorgelösungen
- Aufsetzen von Neuanschlüssen und Planänderungen, Mitarbeit beim Jahresendprozess
- Mitarbeit bei der Führung und Pflege des CRM-Systems
- Enge Kooperation mit der Beratungsfront und der Kundenbetreuung (als Bindeglied zur Beratung)
- Kontakt und Support externen Partner, Kunden und Broker
- Je nach Kapazität Projektmitarbeit im Bereich CRM / Prozessoptimierungen.- Anforderungen- Kaufmännischer Hintergrund mit **solide**r **Praxis** im **Vertrieb und/oder Operations** der **Berufliche**n **Vorsorge**. Relevante Weiterbildung (z.B. Fachfrau/mann Personalvorsorge) wird begrüsst
- ** Sicheres Deutsch**, gutes Italienisch hilfreich
- Routinierte MS-Office-Anwendung (v.a. **Excel**, **Powerpoint**)
- Praxis mit CRM- und professionellen BVG-Verwaltungsapplikationen (ideal SwissPension 6)
- Wir wenden uns an eine teamorientierte, selbständige, kommunikative Person mit hoher Kundenorientierung, Zuverlässigkeit und gut organisierter Arbeitsweise (Prioritätensetzung).



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