Swiss Life AG
Seewen
2 days ago
Pension and Financial Advisers (m/f/d) – with Experience – General Agency Schwyz-Urnerland
- 13 May 2026
- 100%
- Seewen
Job summary
Join Swiss Life as a Financial Consultant, providing tailored advice. Enjoy a supportive environment with attractive benefits.
Tasks
- Manage and nurture existing client relationships effectively.
- Acquire new clients through systematic market engagement.
- Conduct comprehensive financial consultations for clients.
Skills
- Industry certification in insurance or financial advisory is required.
- Proven sales experience in insurance and finance sectors.
- Strong advisory skills with an entrepreneurial mindset.
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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
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.
