Pension and Financial Advisors (m/f/d) – with Experience – General Agency Sursee - Malters Area
Swiss Life AG
Sursee
Key information
- Publication date:19 December 2025
- Workload:100%
- Place of work:Sursee
Job summary
Join Swiss Life, a leader in individual finance and insurance consulting. Enjoy a supportive work environment with great benefits.
Tasks
- Manage and nurture existing relationships with clients.
- Acquire new clients through systematic market engagement.
- Conduct comprehensive financial and insurance consultations.
Skills
- Completed industry certification or higher is required.
- Proven sales experience in the insurance and finance sector.
- Strong consulting and sales flair, with a proactive mindset.
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Your Area of Responsibility
- Support and maintenance of existing relationships with customers
- Acquisition of new customers through systematic market development
- Conducting comprehensive pension and financial consultations
- Development and sale of individual, tailor-made solutions in the areas of pension and asset accumulation
- Representation of our company in the sales area
- Referral of business to our cooperation partners
Your Strengths
- Completed industry examination (insurance intermediary VBV, certified insurance and pension advisor IAF) or higher
- Proven sales experience in the insurance and financial industry
- Strong sales and consulting flair
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-based 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
Your Contact
Aurora Bajraktari
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.
