Junior Broker Consultant BVG (m/f/d) 80-100%
Swiss Life AG
Zürich
Key information
- Publication date:24 December 2025
- Workload:80 – 100%
- Place of work:Zürich
Job summary
Join Swiss Life, a leader in financial advice and planning. Enjoy a supportive work environment with great benefits.
Tasks
- Maintain contacts with (small) brokers through various communication methods.
- Proactively develop partnerships with smaller and medium brokers.
- Acquire new clients via the broker channel and prevent cancellations.
Skills
- Commercial training or equivalent experience in 2nd pillar/BVG required.
- Strong customer service orientation and communication skills essential.
- Team-oriented with a commitment to accuracy and reliability.
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Your area of responsibility
- Maintain telephone, written and personal contacts with (small) brokers to provide information, advise, support, obtain information and strengthen relationships
- Proactively develop cooperation with small and medium-sized brokers and expand existing partnerships
- Acquire new customers through the broker channel, prevent cancellations through comprehensive, high-quality advice and represent Swiss Life as a reliable partner to brokers and customers
- Develop pension plans of the second pillar in close coordination with brokers, taking into account legal, tax and actuarial aspects, and manage the offer process including the creation of proposals
- Sell pension solutions from the full range of Swiss Life (full insurance and semi-autonomous models), monitor the market in the assigned area and recognize early changes among competitors and in the economic environment
- Create individual documents to illustrate complex issues and support the team both professionally and organizationally
Your strengths
- You have a commercial basic education or an equivalent qualification and have experience in the area of the 2nd pillar / BVG (e.g. customer service, service center or consulting)
- Your pronounced service orientation and strong communication skills distinguish you
- Commitment, willingness to learn and openness to new challenges are among your strengths
- Your working style is characterized by conscientiousness, reliability and high accuracy
- Teamwork and ambition are important to you, and you want to make a valuable contribution to achieving goals in an important team
- Additionally, you have solid BVG knowledge as well as confident German language skills in speaking and writing; other languages are an advantage
- Market-oriented base salary
- Bonus depending on company success and personal performance
- Between 25 and 30 vacation days
- Recognition of service anniversaries every five years
- Flexible working hours
- Mobile office
- Time-out models
- Flexible working models 58+
- Internal training offers
- Support for external education and training
About Swiss Life
With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives financially independently.
