Insurance and Financial Advisor (m/f/d) – with experience – General Agency Sursee - Area Malters
Swiss Life AG
Key information
- Publication date:14 July 2025
- Workload:100%
- Place of work:Sursee
Job summary
Join Swiss Life and shape financial futures with tailored advice. Enjoy a supportive work environment with attractive benefits.
Tasks
- Maintain and nurture existing customer relationships effectively.
- Acquire new clients through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed industry certification or higher required.
- Proven sales experience in insurance and finance sectors.
- Strong advisory and sales skills with a results-driven mindset.
Is this helpful?
Your area of responsibility
- Care and maintenance of existing relationships with clients
- Acquisition of new clients through systematic market development
- Conducting comprehensive insurance and financial consultations
- Development and sale of individual, tailored solutions in the areas of insurance and wealth building
- Representation of our company in the sales area
- Referral of business to our cooperation partners
Your strengths
- Completed industry examination (Insurance Broker VBV, Certified Insurance and Pension Advisor IAF) or higher
- Proven sales experience in the insurance and financial sector
- Strong sales and consulting flair
- High commitment, goal-oriented and performance-oriented work style
- Entrepreneurial thinking, resilient and sociable
- Attractive, success-dependent 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
Aurora Bajraktari
About Swiss Life
With our individual insurance and financial consulting, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives in a financially self-determined manner.
