Swiss Life AG
Lausanne
Pension and Finance Advisor (m/f/d) with Professional Experience – General Agency Lausanne
- 13 May 2026
- 100%
- Lausanne
About the job
Your area of responsibility
- Monitoring and maintaining relationships with existing clients
- Acquisition of new clients through systematic market prospecting
- Providing comprehensive advice on pensions and finance
- Developing and selling customised solutions in the areas of pensions and wealth accumulation
- Representing our company in the sales sector
- Referring business to our cooperation partners
Your strengths
- Passing the industry-specific exam (AFA insurance intermediary, certified insurance and pension advisor IAF) or higher level of education
- Proven sales experience in the insurance and finance sector
- 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 personalised 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
