We are excited to present a unique opportunity with our esteemed Swiss client, a renowned privately-owned insurance brokerage and financial consultancy located in the picturesque cities of Zug and Geneva, Switzerland. This respected firm offers a comprehensive array of financial products and services, including both short and long-term insurance plans, pensions, tax guidance, and a variety of advisory services tailored to meet the diverse needs of their clients.

We are currently seeking a skilled Business Development Manager / Financial Services Coordinator to join this dynamic team. This role is ideal for candidates who possess experience in client engagement, telesales, or appointment-setting within the financial services realm, including financial planning, investments, and insurance sectors.

The successful candidate will demonstrate exceptional English communication skills, both oral and written, making this a cornerstone of the position. You will work closely with a dedicated team of Financial Advisors, primarily focusing on securing qualified appointments through comprehensive networking and targeted client research in your designated area.

Key Responsibilities:

• Utilize your experience as a Business Development Manager to engage with Swiss residents, ideally within the financial services domain.
• Proficiently navigate the Microsoft Office Suite to streamline operations and presentations.
• Employ excellent communication and interpersonal skills to foster strong client relationships.
• Exhibit superb time management and planning capabilities to meet objectives efficiently.
• Currently hold a position in telesales or client engagement with a minimum of one year of relevant experience.
• Demonstrate a clear, articulate Western-style English telephone manner, without any noticeable accents.
• Maintain impeccable organization in your daily tasks and priorities.
• Execute a high volume of outbound calls to potential clients.
• Strategically source leads through online research, networking events, and social media platforms.
• Display a proactive, motivated mindset with a can-do attitude.
• Bring a vibrant, friendly personality to the team, contributing to a positive work environment.
• Exhibit a strong work ethic with a proven track record of surpassing targets and deadlines, which is essential for thriving in this role.

Perks of Joining Us:

• Be part of a youthful, enthusiastic team that values collaboration and drive.
• Enjoy an attractive working location, making every day inspiring.

MINIMUM REQUIREMENTS:

This position is best suited for experienced Anglo-Saxon candidates, aligning with the majority of the client demographic which comprises typical Swiss residents and Western expatriates. Only applicants with prior experience in financial telesales or a client-facing sales role (minimum one year of experience) will be considered.