Financial Advisor in the Service Center (m/f/d) 80 - 100%
Swiss Life AG
Zug
Key information
- Publication date:08 November 2025
- Workload:80 – 100%
- Place of work:Zug
Job summary
Join Swiss Life Select as a key contact for clients, speaking French and German. Enjoy a supportive work environment with great benefits.
Tasks
- Act as the main contact for Swiss Life Select advisors in French and German.
- Process customer orders accurately and efficiently for smooth operations.
- Provide administrative support in investment and insurance areas for advisors.
Skills
- You have strong French and German skills plus a commercial background.
- Expertise in insurance, pensions, and investments is essential.
- You excel in communication and maintaining professionalism under pressure.
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Your area of responsibility
- You are the central contact person for Swiss Life Select advisors in French and German
- You handle customer orders and ensure that everything is processed correctly and efficiently.
- Administrative support for advisors, the service center, and the bank in the investment and pension area are among your core tasks
- You actively contribute to the further development of our processes
Your strengths
- You have very good French and German skills, both spoken and written
- You have a commercial basic education or an equivalent qualification – complemented by several years of experience in the financial services industry, ideally with a focus on the investment sector
- You bring sound expertise in the areas of pensions, insurance, and investments
- You convince with a professional approach to different stakeholders – both internal and external
- Service orientation, clear communication, and independent action characterize you
- Even in hectic situations, you keep an overview and score with resilience and personal responsibility
- Market-oriented base salary
- In addition to the annual salary, a bonus may be paid depending on the company’s success and individual performance
- Between 25 and 30 vacation days
- Recognition of service anniversaries in five-year intervals
- Flexible working models
- Mobile office
- Time-out models
- Flexible working models 58+
- Internal training offers
- Support for external education and training
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.
