Swiss Life AG
Steinhausen
6 days ago
Pension and Financial Advisors (m/f/d) – Specialisation Collective – General Agency Zug
- 06 May 2026
- 100%
- Steinhausen
Job summary
Join Swiss Life for a dynamic career in financial consulting! Enjoy flexible work and attractive benefits.
Tasks
- Manage and nurture existing client relationships effectively.
- Acquire new clients through systematic market engagement.
- Deliver tailored financial and retirement planning solutions.
Skills
- Completed training in collective insurance preferred.
- Proven sales experience in insurance and finance sectors.
- Strong consulting skills and 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, customised 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 training/continuing education in the field of collective insurance is an advantage
- Proven sales experience in the insurance and financial sector
- Professional experience in the field of collective insurance
- 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 continuing education in the field
- External training and continuing 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.
