Swiss Life AG
Martigny
Pension and Financial Advisor (m/f/d) People from other professions welcome – General Agency Sion-Romand Valais – Val de Bagnes region
- 04 September 2026
- 100%
- Martigny
Job summary
Join a leading company offering personalized financial advice. Be part of a supportive environment that prioritizes client success and financial independence.
Tasks
- Manage a portfolio of private clients and businesses for estate resolutions.
- Develop existing client relationships, focusing on retirement planning and SMEs.
- Create and sell tailored solutions in wealth distribution and foresight.
Skills
- Completed professional training with a strong sales and advisory sense.
- Goal-oriented with high motivation and performance focus.
- Possess entrepreneurial spirit, resilience, and sociable character.
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About the job
Your area of responsibility
- Taking over a portfolio of private and corporate clients for the sought-after sector
- Monitoring, maintaining and developing existing client relationships in the 45+ segment, with a focus on retirement planning, as well as in the corporate client sector, especially SMEs
- Developing and selling customised solutions in the areas of pension provision, wealth accumulation and wealth distribution, as well as in the corporate client sector
- Acquiring new clients through systematic market prospecting
- Representing our company in an attractive sales sector
- Passing on business to our cooperation partners
Your strengths
- Strong sales and advisory skills
- Completed professional training
- High motivation, goal- and performance-oriented approach
- Entrepreneurial spirit, resilience, sociable character
Company description
Through personalised pension and financial advice, we support people in preparing for their financial future at all stages of life and enable them to build their financial independence to live according to their own choices
