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Experienced Pension Advisor Wanted for Fast-Growing Asset Manager

Delta Consulting AB

Stockholms län, Stockholm

Previous experience is desired

166 days left
to apply for the job

Where? Central Stockholm/All of Sweden When? As soon as possible, but we assume you may have a 3 - 4 month notice period Employment type? Direct employment with our client

About our client

  • Our client is an entrepreneurial, fast-growing, and successful asset manager that continues to grow year after year - largely thanks to impressive results and long-term satisfied customers
  • They offer investment advice and capital management/pension management for companies and individuals, focusing on the target groups 'entrepreneurs' and 'owner-managed companies with up to 25 employees'
  • Thanks to industry-leading products/offers and a focus on employee satisfaction, colleagues stay for a long time in the company
  • As part of the expansion plan, we are now looking for experienced pension advisors for a brand new department who want to join at an early stage and put their own stamp on the business and be able to influence/drive the business forward. You will join a senior and ambitious team with positive energy, where the focus is on making really good deals and having a lot of fun together on the growth journey

They offer you

  • Join at an early stage with a senior team where you have a strong influence on how you develop the business forward
  • Fixed salary with a generous commission structure
  • Through Tydliga, you will have a broad and attractive product portfolio with customer offers that have something for everyone
  • A place in an engaged and high-performing environment where people take care of each other, in a company where colleagues stay for a long time
  • An organization with the ambition to be at the forefront of digitization and efficiency of, among other things, administration
  • Flexibility to work from Stockholm or another location - as well as to target customers all over Sweden

About the role

  • The role of Pension Advisor has a strong sales focus, and you will work with both new and existing customers
  • With a focus on the target group 'owner-managed companies with up to 25 employees', you will help your clients with the right pension solutions, pension transfers, and other investment advice - if this is something that excites you
  • You will have an Event Manager at your disposal who will help you create customer events and also create new customer lists with interesting prospects for you to work on

To thrive with us and succeed in the role, we believe that you...

  • Enjoy and are motivated by working with pension advice
  • Want to join a senior team and put your mark on the business
  • Want to be part of a growth journey where you celebrate wins together
  • Want to be part of an entrepreneurial and agile organization that is growing rapidly
  • Hold an Insuresec license (Swedsec is a merit)
  • Love making deals and can show good sales results in the form of, for example, pension transfers or ongoing premiums
  • Like your colleagues, you have a strong inner drive and a desire to perform
  • Are self-sufficient and take great ownership of your results

You don't need to tick all the boxes, and your attitude and personality will be crucial for your success.

Do we have your profile? Great!

Welcome with your application and let's talk more.

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