Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Basel-South

Möhlin

Key information

Publication date:08 May 2025
Workload:100%
Place of work:Möhlin

Job summary

Join Swiss Life as a financial advisor, providing tailored advice. Benefit from a supportive work environment and great perks.

Tasks

Manage a portfolio of corporate and private clients effectively.
Expand and nurture relationships with clients aged 45+, focusing on pensions.
Develop and sell customized solutions in wealth management.

Skills

Proven sales experience in the insurance and finance industry required.
Strong sales and consulting skills essential.
Ability to think entrepreneurially and build connections.

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Your area of responsibility

Taking over a portfolio in the corporate and private customer sector as part of a succession arrangement
Care, 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 VBV, insurance and pension advisor IAF) or higher
Proven many years of sales experience in the insurance and financial industry - high commitment, goal- and performance-oriented way of working
Entrepreneurial thinking, resilient and sociable

Attractive, performance-related 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

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.