Swiss Life AG
Fribourg
2 days ago
Pension and Finance Advisor (m/f/d) specialising in Investment Topics – General Agency Canton of Fribourg
- 13 May 2026
- 100%
- Fribourg
Job summary
Join our dynamic team in the finance sector, focused on personalized advice. Enjoy a collaborative work environment and growth opportunities.
Tasks
- Manage client relationships while systematically acquiring new clients.
- Provide comprehensive advice in finance and insurance planning.
- Develop and sell tailored solutions for wealth creation.
Skills
- Completed training in investment themes with proven sales experience.
- Strong sales and advisory skills with a goal-oriented approach.
- Entrepreneurial spirit, resilience, and a sociable character.
Is this helpful?
About the job
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 customised solutions in the fields of pensions and wealth accumulation
- Representing our company in the sales sector
- Referring business to our cooperation partners
Your strengths
- Completed training/advanced training in investment topics
- Proven sales experience in the insurance and finance sector
- Professional experience in investment topics
- Strong sales and advisory skills
- High motivation, goal- and performance-oriented approach
- Entrepreneurial spirit, resilience, sociable character
Company description
Thanks to personalised advice on pensions and finance, we support people in preparing their financial future at all stages of life and enable them to build their financial independence to live according to their own choices
