Swiss Life AG
Vernier
Yesterday
Pension and Finance Advisor (m/f/d) with Professional Experience – General Agency Geneva Right Bank
- 27 February 2026
- 100%
- Vernier
Job summary
Join a dynamic company that offers tailored financial advice. Enjoy a supportive work environment with great benefits.
Tasks
- Maintain and nurture existing client relationships effectively.
- Systematically acquire new clients through targeted market prospecting.
- Provide comprehensive advice in finance and insurance planning.
Skills
- Achieved specific branch exam success or higher education level.
- Proven sales experience in finance or insurance sectors.
- Strong motivation and performance-driven approach.
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About the job
Your area of responsibility
- Monitoring and maintaining relationships with existing clients
- Acquisition of new clients through systematic market prospecting
- Providing comprehensive advice on pensions and finance
- Developing and selling tailor-made solutions in the areas of pension and wealth accumulation
- Representing our company in the sales sector
- Referring business to our cooperation partners
Your strengths
- Passing the industry-specific exam (insurance intermediary AFA, certified insurance and pension advisor IAF) or higher level of education
- Proven sales experience in the insurance and finance sector
- Strong sales and advisory skills
- High motivation, goal- and performance-oriented approach
- Entrepreneurial spirit, resilience, sociable character
Your contact
Monika Spillmann
Company description
Thanks to personalized 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
