Pension and Financial Advisors (m/f/d) – as part of a succession arrangement - General Agency St. Gallen-Appenzellerland

St. Gallen

Key information

Publication date:08 May 2025
Workload:100%
Place of work:St. Gallen

Job summary

Join Swiss Life in a client-focused role, enhancing financial futures. Experience a supportive work environment with attractive benefits.

Tasks

Manage and grow a portfolio of corporate and private clients aged 45+.
Develop and sell tailored solutions in retirement planning and asset management.
Acquire new clients through systematic market engagement.

Skills

Proven sales experience in the insurance and finance sectors required.
Strong sales and consulting skills with relevant certifications.
Entrepreneurial mindset, resilient, and sociable personality.

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Your area of responsibility

As part of a succession arrangement, taking over a portfolio in the area of corporate and private customer support, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate customer sector with a focus on SMEs
Development and sale of individual, tailor-made solutions in the areas of pension provision, asset accumulation and asset diversification, as well as in the corporate customer sector
Acquisition of new customers through systematic market development
Representation of our company in an attractive sales area
Mediation of business to our cooperation partners

Your strengths

Strong sales and consulting flair - Completed industry examination (insurance intermediary/-in VBV, insurance and pension advisor/-in IAF) or higher
Proven many years of sales experience in the insurance and financial industry
High commitment, goal- and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, performance-based remuneration
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 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.