Pension and Finance Advisor (m/f/d) – People from other professions welcome – Morges-La Côte General Agency
Swiss Life AG
Morges
Key information
- Publication date:16 January 2026
- Workload:100%
- Place of work:Morges
Job summary
Join a forward-thinking company dedicated to financial guidance. Enjoy a dynamic work environment with personalized client interactions.
Tasks
- Maintain and enhance relationships with existing clients.
- Systematically acquire new clients through market prospecting.
- Provide comprehensive advice in insurance and finance.
Skills
- Completed professional training with strong sales skills.
- Goal-oriented with high motivation and performance focus.
- Entrepreneurial spirit, resilience, and sociable character.
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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 tailor-made solutions in the areas of pensions and wealth accumulation
- Representing our company in the sales sector
- Referring business to our cooperation partners
Your strengths
- Completed professional training
- Strong sales and advisory skills
- High motivation, goal- and performance-oriented approach
- Entrepreneurial spirit, resilience, sociable character
Company description
Thanks to personalized advice on pensions 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
