Business Development Partner

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Plusminus50: Was Wäre Wenn...

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1 - 10 employees

Founded 2018

💸 Finance

👥 B2C

Finance • B2C

<Plusminus50: Was Wäre Wenn.... > is a Swiss advisory and services firm specializing in legally binding personal and estate planning for individuals and families. It provides advance directives, patient decrees, inheritance and estate planning, and related legal and financial advice through a team of lawyers, trustees, financial advisors and insurance consultants. The company also offers online legally reviewed document packages, webinars, and personalized consultations to help clients prepare for life events, manage risks like mortgages and pensions, and ensure clear succession and care decisions.

📋 Description

• You integrate our retirement planning and estate solutions into your existing offering and guide your clients in creating their personal retirement and estate plans. • You can hand off leads to us or conduct the advisory process yourself. • We prepare all legal documents centrally and ensure every solution is professionally correct and properly implemented.

🎯 Requirements

• Professionals from the insurance and financial sectors who work independently. • Individuals who value close client relationships, structure, and quality. • Advisors who want to meaningfully expand their service offering. • Personalities who are willing to take responsibility and grow. • Partners operating in German-speaking Switzerland, particularly near Lucerne/Schwyz.

🏖️ Benefits

• Attractive and transparent commissions. • Fully developed and vetted retirement and estate products. • Employee training and personal mentoring. • Professional support in every advisory situation. • Simple tools and clear processes. • An ideal complement for brokers, financial planners, and general agencies.