Swiss Life AG
Sursee
Pension and Financial Advisors (m/f/d) – with Experience – General Agency Sursee - Schüpfheim Area
- 16 September 2026
- 100%
- Sursee
Job summary
Join Swiss Life for a role in financial and insurance consulting. Enjoy a supportive work environment with attractive benefits.
Tasks
- Manage and nurture existing customer relationships effectively.
- Acquire new clients through systematic market engagement.
- Provide comprehensive financial consultations and tailored solutions.
Skills
- Completed industry examination or higher; proven sales experience.
- Strong sales and consulting skills are essential.
- Entrepreneurial mindset with resilience and sociability.
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About the job
Your Area of Responsibility
- Care and maintenance 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 area
- Referral of business to our cooperation partners
Your Strengths
- Completed industry examination (Insurance Broker VBV, Certified Insurance and Pension Advisor 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-based 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.
