Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Visp-Oberwallis
Swiss Life AG
Visp
Key information
- Publication date:13 November 2025
- Workload:100%
- Place of work:Visp
Job summary
Join Swiss Life in a dynamic role focused on financial guidance. Enjoy a flexible work environment with attractive benefits.
Tasks
- Manage a portfolio for corporate and private clients aged 45+, focusing on pensions.
- Develop and sell tailored solutions for savings and wealth management.
- Acquire new clients through systematic market engagement.
Skills
- Proven sales experience in insurance and finance is essential.
- Strong sales and consulting skills are a must.
- Entrepreneurial mindset with resilience and strong networking abilities.
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Your area of responsibility
- As part of a succession arrangement, taking over a portfolio in the area of corporate and private customer support, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning
- Development and sale of individual, tailor-made solutions in the areas of pension, asset accumulation and asset diversification, as well as in the corporate customer sector
- Acquisition of new customers through systematic market development
- Representation of our company in an attractive sales area
- 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 industry
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-based compensation
- 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
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.
