Insurance and Financial Advisor (m/f/d) – Specialization in Corporate Clients – General Agency Thurgau
Swiss Life AG
Weinfelden
Key information
- Publication date:09 July 2025
- Workload:100%
- Place of work:Weinfelden
Job summary
Join Swiss Life, where we empower clients in financial planning. Enjoy a supportive work environment with flexible hours and great benefits.
Tasks
- Manage and nurture existing client relationships while acquiring new ones.
- Conduct comprehensive financial consultations and advice.
- Develop and sell tailored solutions for wealth building.
Skills
- Experience in collective insurance and proven sales background required.
- Strong sales and advisory skills are essential.
- Entrepreneurial mindset and excellent interpersonal skills needed.
Is this helpful?
Your area of responsibility
- Support and maintenance of existing relationships with clients - acquisition of new clients through systematic market development
- Conducting comprehensive insurance and financial consultations
- Development and sale of individual, tailored solutions in the areas of insurance and wealth building
- Representation of our company in the sales area
- Referral of business to our cooperation partners
Your strengths
- Completed training/continuing education in the field of group insurance is an advantage - Proven sales experience in the insurance and financial industry
- Professional experience in the field of group insurance
- Strong sales and consulting flair
- High commitment, goal-oriented and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, success-dependent compensation
- Monthly expense allowance
- Between 25 and 27 vacation days
- Recognition of service anniversaries every five years
- Flexible working hours
- Time-out models
- Flexible working models 58+
- Internal training and further education in the field
- External training and further education
- Electronic learning platform
About Swiss Life
With our individual insurance and financial consulting, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives in a financially self-determined way.
