Swiss Life AG
Zürich
Sales Support Pension & Finance (m/f/d) 60-80%
- 14 July 2026
- 60 – 80%
- Zürich
Job summary
Join Swiss Life, a leader in financial advisory services. This role offers a supportive work environment with great benefits.
Tasks
- Contact existing and potential clients to schedule advisory appointments.
- Coordinate and organize consulting appointments efficiently.
- Manage client data and document interactions in the CRM system.
Skills
- Experience in customer service or similar roles is ideal.
- Strong communication skills and customer orientation are essential.
- Proficient in CRM systems and digital tools, with German fluency.
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About the job
Your area of responsibility
- You are responsible for telephone contact with existing and potential customers to arrange consultation appointments
- You coordinate and schedule consultation appointments for our advisors and ensure efficient appointment organisation
- Maintaining, updating and managing customer data as well as documenting conversation content and customer activities in the CRM system are part of your daily work
- In close cooperation with the advisors, you support marketing and contact campaigns and contribute to professional customer communication
- With a focus on quality and efficiency, you actively contribute to the optimisation of telephony, CRM and administration processes
Your strengths
- You enjoy telephone contact with people and have a strong customer and service orientation
- Ideally, you have experience in customer service, contact centres, reception or appointment scheduling and feel comfortable in a communication-intensive role
- Your working style is independent, structured and reliable. Even in a dynamic environment, you keep an overview and set priorities effectively
- A strong affinity for digital tools enables you to handle common IT applications and CRM systems confidently; you also have an interest in the finance and pension sector
- Fluent German skills in speaking and writing allow you to communicate professionally with customers; additional language skills are an advantage
- Market-oriented base salary
- Bonus depending on company success and personal performance
- Between 25 and 30 days of holiday
- Recognition of service anniversaries every five years
- Flexible working hours
- Mobile office
- Time-out models
- Flexible working models 58+
- Internal training offers
- Support for external education and training
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 with financial independence.
