Insurance and Financial Advisor (m/f/d) – with Experience – General Agency Zug
Swiss Life AG
Steinhausen
Key information
- Publication date:12 August 2025
- Workload:100%
- Place of work:Steinhausen
Job summary
Join Swiss Life for a dynamic career in financial advisory! Enjoy a supportive work environment with great benefits.
Tasks
- Manage and nurture existing client relationships effectively.
- Acquire new customers through systematic market engagement.
- Provide tailored financial planning and insurance solutions.
Skills
- Completed industry qualification in insurance or finance required.
- Proven sales experience in the insurance and finance sector.
- Strong advisory skills with a target-oriented mindset.
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Your area of responsibility
- Care and maintenance of existing relationships with clients
- Acquisition of new clients through systematic market development
- Conducting comprehensive insurance and financial consultations
- Development and sale of individual, tailored solutions in the areas of insurance and wealth building
- Representation of our company in the sales area
- Referral of business to our cooperation partners
Your strengths
- Completed industry examination (Insurance Broker 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-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 insurance 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.
