Swiss Life AG
Muri bei Bern
2 days ago
Pension and Financial Advisers (m/f/d) – Career Changers Welcome – General Agency Bern-East
- 28 May 2026
- 100%
- Muri bei Bern
Job summary
Join Swiss Life in a vital role supporting clients' futures. Enjoy a dynamic work environment with great benefits.
Tasks
- Maintain and nurture existing client relationships effectively.
- Acquire new clients through systematic market engagement strategies.
- Conduct comprehensive financial consultations and advice sessions.
Skills
- Completed vocational training is a must for this position.
- Strong sales and consulting flair to drive success.
- Entrepreneurial mindset with resilience and sociability.
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About the job
Your Area of Responsibility
- Care and maintenance of existing relationships with clients
- Acquisition of new clients through systematic market development
- Conducting comprehensive pension and financial advice
- 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 vocational training
- Strong sales and advisory flair
- 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 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
Your Contact
Sara Röthlisberger
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 financially independently.
