Swiss Life AG
Zürich
6 days ago
Pension and Financial Advisors (m/f/d) – Specialisation in Investment Topics – General Agency Zurich-Limmat
- 06 May 2026
- 100%
- Zürich
Job summary
Join Swiss Life, a leader in individual financial advice. Enjoy a supportive work environment with great benefits.
Tasks
- Maintain and nurture existing customer relationships effectively.
- Acquire new clients through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed training in investment topics is a plus.
- Proven sales experience in insurance and finance sectors.
- Strong entrepreneurial mindset with excellent interpersonal skills.
Is this helpful?
About the job
Your Area of Responsibility
- Maintenance and care 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 and asset accumulation
- Representation of our company in the sales area
- Referral of business to our cooperation partners
Your Strengths
- Completed training/continuing education in investment topics is an advantage
- Proven sales experience in the insurance and financial sector; professional experience in investment topics
- 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 in five-year intervals
- Flexible working hours
- Time-out models
- Flexible working models 58+
- Internal training and continuing education in the field
- External training and continuing education
- Electronic learning platform
Your Contact
Ardiana Selishta
About Swiss Life
With our individual pension and financial advice, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives financially independently.
