Insurance and Financial Advisor (m/f/d) – with Experience – General Agency Lucerne-Stans
Swiss Life AG
Kriens
Key information
- Publication date:13 August 2025
- Workload:100%
- Place of work:Kriens
Job summary
Join Swiss Life, a leader in financial consulting. Shape clients' financial futures with us!
Tasks
- Maintain and nurture existing client relationships effectively.
- Acquire new customers through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed industry certification or higher in finance or insurance.
- Proven sales experience in the insurance and finance sectors.
- Strong sales acumen and excellent advisory skills.
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Your area of responsibility
- Care and maintenance of existing relationships with clients
- Acquisition of new clients through systematic market cultivation
- 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 industry examination (Insurance Broker VBV, Certified Insurance and Financial Advisor IAF) or higher
- Proven sales experience in the insurance and financial industry
- 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
Aurora Bajraktari
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.
