Pension and Financial Advisors (m/f/d) – with Experience – General Agency Baden
Swiss Life AG
Baden
Key information
- Publication date:11 September 2025
- Workload:100%
- Place of work:Baden
Job summary
Join Swiss Life as a financial advisor, where we empower clients! Enjoy a supportive work environment and great benefits.
Tasks
- Manage and nurture existing relationships with clients.
- Acquire new customers through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed industry certification or higher required.
- Proven sales experience in insurance and finance sectors.
- Strong flair for sales and consulting with high motivation.
Is this helpful?
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
Ardiana Selishta
About Swiss Life
With our individual pension and financial advice, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives financially independently.
