Pension Consultant

We are looking for a Pension Advisor Expert, who is a team player and passionate about building great products, to join our Pension team.

As a member of the team, who should have an extensive understanding of pension advisory operation life-cycle and regulations for domestic pension plans

Requirements:

At least 1 years portfolio manager versus clients (not Backoffice)
Valid consultant/pension agent's license
Full familiarity with the consultation process with customers: Needs Analysis, differentiation between different types of products, Recognition of the types of existing pension plans (savings / crush / individual plans, etc.)
Taxation in the pension world
Recognition of the processes and forms – joining, changes, mobility, etc.
High ability of written and oral expression
Ability to work in an advanced technological environment
Service Oriented

Your Day-to-Day:

Manages the entire consultation process with the Customers
Offer a wide range of products and services tailored to the customer's need
Professional accompaniment of Customers while maintaining Continuous contact with them
Commit to results, report on progress and Present to the company executive management
explain complex information to Customers to make them aware of their options and to help them assess the relative merits of different schemes