Pension and Financial Advisors (m/f/d) – Career Changers Welcome – General Agency Bern-East
Swiss Life AG
Muri bei Bern
Key information
- Publication date:18 November 2025
- Workload:100%
- Place of work:Muri bei Bern
Job summary
Join Swiss Life to provide tailored financial advice and support. Enjoy a flexible work environment with attractive benefits.
Tasks
- Maintain and nurture existing client relationships with care.
- Acquire new customers through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed vocational training with strong sales flair required.
- Entrepreneurial mindset and resilience in a dynamic setting.
- High commitment with a goal-oriented work approach.
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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, tailor-made solutions in the areas of pension 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-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 further education in the field
- External training and further education
- Electronic learning platform
Your Contact
Sara Röthlisberger
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.
