Advisory and Financial Consultant (m/f/d) – as part of a succession plan – General Agency Schwyz-Urnerland - Region Innerschwyz
Swiss Life AG
Schwyz
Key information
- Publication date:11 August 2025
- Workload:100%
- Place of work:Schwyz
Job summary
Join Swiss Life as a financial advisor, focusing on clients' futures. Enjoy a supportive work culture with competitive benefits.
Tasks
- Manage a portfolio for corporate and private clients, 45+ age segment.
- Develop and sell tailored solutions for retirement and asset management.
- Acquire new clients through systematic market engagement.
Skills
- Completed industry certification in insurance or finance required.
- Strong sales and consulting flair essential for success.
- Proven long-term sales experience in the financial sector needed.
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Your area of responsibility
- As part of a succession plan, take over a portfolio in the area of corporate and private clients
- Support, maintain, and expand existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate client area with a focus on SMEs
- Development and sale of individual, tailored solutions in the areas of retirement planning, wealth accumulation, and asset diversification, as well as in the corporate client area
- Acquisition of new customers through systematic market cultivation
- Representation of our company in an attractive sales area
- Referral of business to our cooperation partners
Your strengths
- Strong sales and consulting flair
- Completed industry examination (Insurance Broker/-in VBV, Insurance and Retirement Consultant/-in IAF) or higher
- Proven long-term sales experience in the insurance and finance industry
- High commitment, goal-oriented and performance-oriented working style
- Entrepreneurial thinking, resilient, and sociable
- Attractive, success-dependent 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
Aurora Bajraktari
About Swiss Life
With our individual retirement and financial consulting, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives in a financially self-determined manner.
