Swiss Life AG
Bâle
2 days ago
Pension and Financial Advisor (m/f/d) - French-speaking Switzerland Region
- 06 May 2026
- 100%
- Bâle
Job summary
Join our dynamic team that advises and supports individuals! Enjoy a collaborative work environment with growth opportunities.
Tasks
- Maintain and nurture relationships with existing clients.
- Acquire new clients through systematic market prospecting.
- Provide comprehensive advice on financial planning.
Skills
- Completed vocational training and relevant experience.
- Strong sales and advisory skills are essential.
- Motivated, goal-oriented, and resilient attitude.
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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 finances
- Developing and selling customised solutions in the areas of pensions and wealth accumulation
- Representing our company in the sales region
- Referring business to our cooperation partners
Your strengths
- Completed professional training
- Professional experience, ideally in the field of pensions, finance and services
- Strong sales and advisory skills
- High motivation, goal- and performance-oriented approach
- Entrepreneurial spirit, resilience, sociable character
Contact person
External HR Service
Company description
We advise and support people in all life situations. In pension provision and preparing their financial future, we help them to live according to their own choices.
