Swiss Life AG
Weinfelden
2 months ago
Pension and Financial Advisors (m/f/d) – Specialization Mortgages/Finance Expert – General Agency Thurgau
- 19 March 2026
- 100%
- Weinfelden
Job summary
Join Swiss Life, a leader in financial consulting, to make a difference. Enjoy a supportive work culture with flexible hours and attractive benefits.
Tasks
- Manage and nurture relationships with existing customers.
- Acquire new clients through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed education in mortgages/financing is a plus.
- Proven sales experience in insurance and finance sectors.
- Strong sales and advisory skills with a goal-oriented mindset.
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About the job
Your area of responsibility
- Support and maintenance of existing relationships with customers
- 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 remuneration
- Monthly expense allowance
- Between 25 and 27 vacation days
- Recognition of service anniversaries in five-year intervals
- 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.
