Remote BDM calling into Switzerland

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Our very established Swiss client is a privately-owned insurance brokerage and financial consultancy based in Zug and Geneva, Switzerland.

They offer their customers a wide selection of financial products and services including, short and long term insurance plans, pensions and tax advice, and a range of advisory services.

The firm now has a vacancy for an experienced BDM / financial services coordinator and appointment maker to join their team.

These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry.

Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.

You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.


  • Previous experience in a Business Development Manager role, preferably in financial services
  • Skilled in using Microsoft Office Suite
  • Excellent communication and people skills
  • Well developed negotiation skills
  • Customer support experience
  • Excellent time management and planning skills
  • You are currently in a telesales or client-facing role: 1 year’s experience
  • You have a crisp, clear and articulate English, Western-style phone manner: 1 year’s experience
  • You speak in a clear English accent with preferably no other discernible accent
  • You are highly organized
  • Ability to make high volume of phone calls to prospects.
  • Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
  • Be very motivated with a can-do attitude
  • Have lots of energy
  • Be very friendly with a vivacious, outgoing personality
  • Have a flawless work ethic
  • Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role

What we offer:

  • A young and motivated team
  • An attractive location to book in.
  • 1000 CHF + comms (OTE 4000+ CHF per month)


This position would best suit experienced Aglo saxon type candidates as most of the consumers served by my client are typical Swiss residents and Western expatriates.  Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year minimum experience) will be considered for this role.

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