Insurance and Financial Advisor (m/f/d) – Career changers welcome – General Agency Winterthur
Swiss Life AG
Key information
- Publication date:31 July 2025
- Workload:100%
- Place of work:Winterthur
Job summary
Join Swiss Life in delivering tailored financial advice and support. Enjoy a flexible work environment with attractive benefits.
Tasks
- Maintain and nurture existing customer relationships effectively.
- Acquire new customers through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed vocational training with strong sales skills required.
- Entrepreneurial thinking, resilient and sociable personality.
- Goal-oriented with a high level of commitment to success.
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Your area of responsibility
- Care and maintenance of existing relationships with clients
- Acquisition of new clients through systematic market cultivation
- 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 vocational training
- Strong sales and consulting flair
- High readiness to perform, goal-oriented and performance-oriented working 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
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 way.
