Pension and Financial Advisors (m/f/d) – with Experience – General Agency Zug
Swiss Life AG
Steinhausen
Key information
- Publication date:12 October 2025
- Workload:100%
- Place of work:Steinhausen
Job summary
Join Swiss Life, a leader in financial consulting and planning. Enjoy a supportive work environment with great benefits.
Tasks
- Manage and nurture existing relationships with clients.
- Acquire new clients through systematic market engagement.
- Deliver tailored financial and retirement solutions to clients.
Skills
- Completed industry certification and proven sales experience.
- Strong sales and consulting skills essential for success.
- Entrepreneurial mindset with resilience and sociability.
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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 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 area
- Referral of business to our cooperation partners
Your Strengths
- Completed industry examination (insurance intermediary VBV, certified insurance and pension advisor IAF) or higher
- Proven sales experience in the insurance and financial industry
- Strong sales and consulting flair
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-based 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 pension and financial advice, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives financially independently.
