Pension and Financial Advisors (m/f/d) – Career Changers Welcome – General Agency Bern-West
Swiss Life AG
Bern
Key information
- Publication date:03 September 2025
- Workload:100%
- Place of work:Bern
Job summary
Join Swiss Life as a financial advisor supporting clients' futures. Enjoy a dynamic work environment with flexible hours and attractive benefits.
Tasks
- Manage and nurture existing client relationships effectively.
- Acquire new clients through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed vocational training with sales experience required.
- Strong sales and consulting flair essential for success.
- Entrepreneurial mindset with high resilience and sociability.
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Your area of responsibility
- Care 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
- Mediation 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 remuneration
- 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.
