Swiss Life AG
Schwyz
3 weeks ago
Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Schwyz-Urnerland - Region Innerschwyz
- Publication date:11 September 2025
- Workload:100%
- Place of work:Schwyz
Job summary
Join Swiss Life as a financial advisor for corporate and private clients. Enjoy a dynamic work environment with great benefits.
Tasks
- Manage a portfolio of corporate and private clients effectively.
- Develop tailored solutions in pension planning and asset management.
- Acquire new clients through systematic market engagement.
Skills
- Proven sales experience in insurance and finance is essential.
- Strong sales and consulting skills are required.
- Must be entrepreneurial, resilient, and sociable.
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About the job
Your area of responsibility
- As part of a succession arrangement, taking over a portfolio in the corporate and private customer sector
- Care, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate customer sector with a focus on SMEs
- Development and sale of individual, tailor-made solutions in the areas of pension provision, asset accumulation and asset diversification, as well as in the corporate customer sector
- 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 intermediary VBV, insurance and pension advisor IAF) or higher
- Proven many years of sales experience in the insurance and financial industry
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-based remuneration
- 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 stages of life in preparing for their financial future and support them in shaping their lives financially independently.
