Sales Support 70-80% (m/f/d) - General Agency Lausanne
Swiss Life AG
Lausanne
Key information
- Publication date:31 December 2025
- Workload:70 – 80%
- Place of work:Lausanne
Job summary
Join our finance advisory team to support client independence. Enjoy a collaborative and dynamic work environment with growth opportunities.
Tasks
- Assist the general agent with management and follow-up tasks.
- Share management of the secretariat, agenda, and emails.
- Provide proactive support in client development and events.
Skills
- Experience in commerce or relevant field is essential.
- Fluent in French with strong written communication skills.
- Tech-savvy and adept at using various software tools.
Is this helpful?
Your area of responsibility
- Support to the general agent in management and follow-up tasks
- Shared management of the secretariat, agenda, and emails
- Telephone and physical reception of clients and visitors to the agency
- Follow-up and processing of cases, as well as routine correspondence
- Management of client tracking tools and archives
- Technical support in organizing events with clients
- Proactive support in client development
Your strengths
- Commercial employee or proven experience
- As this is a mandatory training for the position, the "Intermediate AFA" or "Insurance and Pension Advisor IAF" diploma is an asset
- Native French speaker with very good written skills
- Proficiency in IT tools
- Sense of diplomacy and contact with the team and clients
- Dynamism, discretion, openness, and flexibility
Your contact
Monika Spillmann
Company description
Thanks to personalized advice in pension and finance, we support people in preparing their financial future at all stages of their lives and enable them to build their financial independence to live according to their own choices
