Swiss Life AG
Genève
Yesterday
Pension and Finance Advisor (m/f/d) – People from other professions welcome – General Agency Geneva Left Bank
- 03 March 2026
- 100%
- Genève
Job summary
Join our team focused on personalized finance and insurance advice. We offer a supportive environment with growth opportunities.
Tasks
- Maintain and nurture existing client relationships effectively.
- Systematically acquire new clients through market prospecting.
- Provide comprehensive advice on insurance and finance solutions.
Skills
- Completed professional training is required for this role.
- Strong sales and advisory skills are essential for success.
- Motivated, goal-oriented, and resilient individuals excel here.
Is this helpful?
About the job
Your area of responsibility
- Monitoring and maintaining relationships with existing clients
- Acquiring new clients through systematic market prospecting
- Providing comprehensive advice on pensions and finance
- Developing and selling tailor-made solutions in the areas of pensions and wealth accumulation
- Representing our company in the sales sector
- Referring business to our cooperation partners
Your strengths
- Completed professional training
- Strong sales and advisory skills
- High motivation, goal- and performance-oriented approach
- Entrepreneurial spirit, resilience, sociable character
Your contact
Monika Spillmann
Company description
Thanks to personalized advice on pensions and finance, we support people in preparing their financial future at all stages of their lives and enable them to build their financial independence to live according to their own choices
