Swiss Life AG
Uster
10 hours ago
Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Uster
- 12 May 2026
- 100%
- Uster
Job summary
Join Swiss Life for a role managing corporate and private client portfolios. Enjoy a supportive work environment with great benefits.
Tasks
- Take over and manage an existing portfolio for clients 45+.
- Develop and sell tailored solutions for retirement and asset management.
- Acquire new clients through systematic market engagement.
Skills
- Proven sales experience in the insurance and financial sector.
- Strong sales and advisory skills are essential.
- Entrepreneurial mindset and excellent interpersonal skills.
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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
- Support, 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, customised 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 development
- 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 sector
- 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.
