Swiss Life AG
Horgen
3 days ago
Pension and Financial Advisers (m/f/d) – with Experience – General Agency Zurich-Zimmerberg
- 06 May 2026
- 100%
- Horgen
Job summary
Join Swiss Life and help clients secure their financial future! Enjoy a supportive work environment with flexible models.
Tasks
- Manage and nurture existing client relationships effectively.
- Systematically acquire new clients through market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed industry certification in insurance or finance required.
- Proven sales experience in the insurance and finance sector.
- Strong advisory skills with a goal-oriented approach.
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About the job
Your Area of Responsibility
- Maintenance and care of existing relationships with clients
- Acquisition of new clients through systematic market development
- Conducting comprehensive pension and financial consultations
- Development and sale of individual, tailor-made solutions in the areas of pension and asset accumulation
- Representation of our company in the sales region
- Referral of business to our cooperation partners
Your Strengths
- Completed industry examination (insurance intermediary VBV, certified insurance and pension adviser 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-related 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
Ardiana Selishta
About Swiss Life
With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives financially independently.
