Swiss Life AG
Vernier
<div class=C_PTITLEHTML>Financial and Pension Advisor (m/f/d) with Professional Experience - General Agency Geneva Right Bank</div>
- 01 August 2026
- 80 – 100%
- Permanent position
- Vernier
About the job
Live your ambitions
Embody diversity
Your area of responsibility
- Monitoring and maintaining relationships with existing clients
- Acquiring new clients through systematic market prospecting
- Providing comprehensive advice on pensions and finance
- Developing and selling customised solutions in the fields of pensions and wealth accumulation
- Representing our company in the sales sector
- Referring business to our cooperation partners
Embody potential
Your strengths
- Successful completion of the industry-specific exam (AFA insurance intermediary, certified insurance and pension advisor IAF) or higher level of education
- Proven sales experience in the insurance and finance sector
- Strong sales and advisory skills
- High motivation, goal- and performance-oriented approach
- Entrepreneurial spirit, resilience, sociable character
Your contact
Monika Spillmann
043 284 48 03
If you have specialised questions, please contact:
Victor Neves
+41 22 908 38 52
Company description
Through personalised advice on pensions and finance, we support people in preparing for their financial future at every stage of life and enable them to build their financial independence to live according to their own choices