Swiss Life AG
Sursee
Pension and Financial Advisors (m/f/d) – with Experience – General Agency Sursee (Schüpfheim Area)
- 12 November 2026
- 100%
- Sursee
Job summary
Join Swiss Life as a financial advisor, guiding clients to a secure future. Enjoy a supportive work environment with great benefits.
Tasks
- Manage and nurture existing client relationships effectively.
- Acquire new clients through systematic market engagement.
- Provide comprehensive financial and retirement consultations.
Skills
- Completed industry certification or higher required.
- Proven sales experience in insurance and finance sectors.
- Strong advisory skills with a goal-oriented mindset.
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About the job
Your Area of Responsibility
- Maintaining and nurturing existing relationships with clients
- Acquisition of 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 territory
- Referring 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 sector
- Strong sales and consulting flair
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-based 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
Aurora Bajraktari
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.
