Insurance and Financial Advisor (m/f/d) – Career changers welcome – General Agency Basel-South
Swiss Life AG
Möhlin
Key information
- Publication date:07 August 2025
- Workload:100%
- Place of work:Möhlin
Job summary
Join Swiss Life in a dynamic role focused on client relationships. Enjoy flexible work and an attractive compensation package.
Tasks
- Manage and nurture existing client relationships effectively.
- Systematically acquire new customers through proactive market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed vocational training and sales experience required.
- Strong sales and advisory skills with a proactive mindset.
- Entrepreneurial thinking, resilience, and excellent interpersonal skills.
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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 vocational training
- 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
Sara Röthlisberger
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 way.
