Advisory and Financial Consultant (m/f/d) – German-speaking Switzerland

Swiss Life AG

Zürich

Key information

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

Job summary

Join Swiss Life, a leader in financial advisory services. Enjoy a dynamic work environment with attractive benefits.

Tasks

Manage and nurture existing customer relationships effectively.
Acquire new clients through systematic market engagement.
Conduct comprehensive financial and pension consultations.

Skills

Completed vocational training is required for this role.
Strong sales and consulting flair is essential.
Entrepreneurial mindset and excellent interpersonal skills.

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Your area of responsibility

Maintaining and nurturing existing relationships with clients
Acquisition of new clients through systematic market development
Conducting comprehensive advisory and financial consultations
Developing and selling individual, tailored solutions in the areas of retirement planning and wealth building
Representing our company in the sales area
Facilitating business for our cooperation partners

Your strengths

Completed vocational training
Strong sales and consulting flair
High readiness to perform, goal-oriented and performance-driven work style
Entrepreneurial thinking, resilient, and sociable

Attractive, performance-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 advisory 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.