Swiss Life AG
Basel
4 days ago
Pension and Financial Advisors (m/f/d) – German-speaking Switzerland
- 06 May 2026
- 100%
- Basel
Job summary
Join Swiss Life, a leader in personalized financial advice. Enjoy a supportive work environment with flexible options.
Tasks
- Maintain and nurture existing client relationships effectively.
- Acquire new clients through systematic market engagement.
- Conduct thorough financial and retirement consultations.
Skills
- Completed vocational training required for this role.
- Strong sales and consulting skills essential for success.
- Entrepreneurial mindset with high resilience and sociability.
Is this helpful?
About the job
Your area of responsibility
- Support and maintenance of existing relationships with clients
- Acquisition of new clients through systematic market development
- Conducting comprehensive pension and financial consultations
- Development and sale of individual, customised solutions in the areas of pension provision and asset accumulation
- Representation of our company in the sales area
- Referral of business to our cooperation partners
Your strengths
- Completed vocational training
- Strong sales and consulting flair
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-related remuneration
- Monthly expense allowance
- Between 25 and 27 days of holiday
- 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.
