Swiss Life AG
Basel
Pension and Financial Advisors (m/f/d) – Career Changers Welcome – General Agency Basel
- 25 August 2026
- 100%
- Basel
Job summary
Join Swiss Life, a leader in financial consulting services. Enjoy a supportive environment with great benefits.
Tasks
- Manage and nurture existing customer relationships effectively.
- Acquire new clients through systematic market engagement.
- Deliver comprehensive financial advice and tailored solutions.
Skills
- Completed vocational training is essential for this role.
- Strong sales and advisory skills are a must.
- Entrepreneurial mindset with resilience and sociability.
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About the job
Your Area of Responsibility
- Maintaining and nurturing existing relationships with clients
- Acquiring new clients through systematic market development
- Conducting comprehensive pension and financial consultations
- Developing and selling individual, tailor-made solutions in the areas of pension and asset accumulation
- Representing our company in the sales region
- Referring business to our cooperation partners
Your Strengths
- Completed vocational training
- Strong sales and consulting flair
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-related remuneration
- Monthly expense allowance
- Between 25 and 27 days of holiday
- 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
Sara Röthlisberger
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.
