Swiss Life AG
Lausanne
Yesterday
Pension and Finance Advisor (m/f/d) – People from other professions welcome – General Agency Lausanne
- 27 February 2026
- 100%
- Lausanne
Job summary
Join our team in providing personalized financial advice! Enjoy a supportive work environment with growth opportunities.
Tasks
- Maintain and nurture existing client relationships effectively.
- Proactively acquire new clients through systematic market prospecting.
- Deliver comprehensive advice in finance and insurance solutions.
Skills
- Completed vocational training and sales expertise required.
- Strong sales and consulting skills with a goal-oriented mindset.
- Entrepreneurial spirit, resilience, and a sociable character.
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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 customized 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 life and enable them to build their financial independence to live according to their own choices
