Swiss Life AG
Manno
Professional Pension Sales Support (m/f/d) 80-100%
- 11 September 2026
- 80 – 100%
- Manno
Job summary
Join Swiss Life, a leader in financial advisory services. Enjoy a collaborative work environment with growth opportunities.
Tasks
- Prepare professional and private pension offers as a consultant liaison.
- Process and verify pension proposals during the underwriting phase.
- Handle organizational tasks and administrative duties efficiently.
Skills
- Commercial background with insurance or banking knowledge preferred.
- Team player with the ability to work independently and reliably.
- Proficient in MS Office and skilled in written communication in Italian.
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About the job
Your area of expertise
- Preparation of occupational and private pension offers as well as contact person for consultants
- Preparation and review of occupational pension proposals within the underwriting process
- Organisational tasks and other administrative work
- Welcoming clients, managing the switchboard and processing mail
Your strengths
- You have a basic commercial education, preferably with specialist knowledge in the insurance or banking sector
- You are able to work independently as well as in a team
- You are reliable and service-oriented
- You have organisational talent and initiative
- Good command of the MS Office suite and use of new media
- You are able to manage written communication independently in Italian; preferably you have good knowledge of German
Information about Swiss Life
With our individual pension and financial advice, we accompany people in every life situation in preparing for their financial future and support them to live with full financial freedom of choice
