Swiss Life AG
St. Gallen
Yesterday
Pension and Financial Advisors (m/f/d) - Specialization Mortgages/Finance Expert - General Agency St. Gallen
- 27 February 2026
- 100%
- St. Gallen
Job summary
Join Swiss Life in providing personalized financial advice and support. Enjoy a flexible work environment with attractive benefits.
Tasks
- Manage existing customer relationships and acquire new clients systematically.
- Conduct comprehensive financial consultations and provide tailored solutions.
- Represent our company in the sales area and collaborate with partners.
Skills
- Completion of training in mortgages/financing preferred; sales experience required.
- Strong sales and advisory skills with a target-oriented approach.
- Entrepreneurial mindset, resilient, and sociable personality.
Is this helpful?
About the job
Your area of responsibility
- Maintenance and care of existing customer relationships - acquisition of new customers through systematic market development
- Conducting comprehensive pension and financial consultations
- Development and sale of individual, tailor-made solutions in the areas of pension and asset accumulation
- Representation of our company in the sales area
- Mediation of business to our cooperation partners
Your strengths
- Completed training/continuing education in the field of mortgages/financing is an advantage - proven sales experience in the insurance and financial industry
- Professional experience in the field of mortgages/financing
- Strong sales and consulting flair
- 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 continuing education in the field
- External training and continuing 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.
