Swiss Life AG
Fribourg
2 days ago
Pension and Finance Advisor (m/f/d) with Professional Experience - General Agency Canton of Fribourg
- 06 May 2026
- 100%
- Fribourg
Job summary
Join a dynamic team in the insurance and finance sector. We offer a supportive work environment and great benefits.
Tasks
- Maintain and nurture existing client relationships effectively.
- Systematically acquire new clients through market prospecting.
- Provide comprehensive advice in insurance and finance matters.
Skills
- Must have specific branch exam success or higher education.
- Proven sales experience in insurance and finance sectors.
- Strong motivation with a focus on objectives and performance.
Is this helpful?
About the job
Your area of responsibility
- Monitoring and maintaining relationships with existing clients
- Acquiring new clients through systematic market prospecting
- Providing comprehensive advice on pensions and finance
- Developing and selling customised solutions in the fields of pensions and wealth accumulation
- Representing our company in the sales sector
- Referring business to our cooperation partners
Your strengths
- Passing the industry-specific exam (AFA insurance intermediary, certified insurance and pension advisor IAF) or higher level of education
- Proven sales experience in the insurance and finance sector
- Strong sales and advisory skills
- High motivation, goal- and performance-oriented approach
- Entrepreneurial spirit, resilience, sociable character
Company description
We advise and support people in all life situations. In pensions and preparing their financial future, we help them live according to their own choices.
