Pension and Financial Advisors (m/f/d) – Career Changers Welcome – General Agency Basel-North
Swiss Life AG
Basel
Key information
- Publication date:22 November 2025
- Workload:100%
- Place of work:Basel
Job summary
Join Swiss Life to provide tailored financial guidance and support. Enjoy a flexible work environment with attractive benefits.
Tasks
- Maintain and nurture existing client relationships effectively.
- Systematically acquire new clients through market outreach.
- Conduct comprehensive financial consultations and advice.
Skills
- Completed vocational training with relevant experience required.
- Strong sales and consulting flair with high commitment.
- Entrepreneurial mindset, resilient, and sociable.
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Your Area of Responsibility
- Support and maintenance of existing relationships with customers
- Acquisition of new customers 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 area
- Referral of business to our cooperation partners
Your Strengths
- Completed vocational training
- Strong sales and consulting flair
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-based 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 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.
