Swiss Life AG
St. Gallen
4 days ago
Pension and Financial Advisors (m/f/d) – as part of a succession arrangement - General Agency St. Gallen-Appenzellerland
- 06 May 2026
- 100%
- St. Gallen
Job summary
Join Swiss Life, a leader in financial consulting and planning. Enjoy a collaborative work atmosphere with great benefits.
Tasks
- Manage a portfolio of corporate and private clients aged 45+.
- Create and sell customized solutions for retirement and asset management.
- Acquire new clients through systematic market engagement.
Skills
- Proven sales experience in insurance and finance sectors.
- Strong sales and consulting skills, with relevant certifications.
- Entrepreneurial mindset, resilient, and sociable.
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About the job
Your area of responsibility
- As part of a succession arrangement, taking over a portfolio in the area of corporate and private client support, maintaining and expanding existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate client sector with a focus on SMEs
- Development and sale of individual, customised solutions in the areas of pension provision, asset accumulation and asset diversification, as well as in the corporate client sector
- Acquisition of new customers through systematic market development
- Representation of our company in an attractive sales territory
- Mediation of business to our cooperation partners
Your strengths
- Strong sales and consulting flair - Completed industry examination (insurance intermediary VBV, insurance and pension advisor IAF) or higher
- Proven many years of sales experience in the insurance and financial sector
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-related remuneration
- Monthly expense allowance
- Between 25 and 27 days of holiday
- Recognition of service anniversaries in five-year intervals
- 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
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.
