Pension and Financial Advisors (m/f/d) – Specialization Mortgages/Finance Expert – General Agency Thurgau

Swiss Life AG

Weinfelden

Key information

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

Job summary

Join Swiss Life for a role in financial advisory and client care. Enjoy a dynamic work environment with great benefits.

Tasks

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

Skills

Completed education in mortgages/financing is a plus; proven sales experience needed.
Strong sales and consulting flair is essential.
Entrepreneurial mindset, resilient, and sociable.

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Your area of responsibility

Support and maintenance of existing relationships with customers
Acquisition of new customers through systematic market development
Conducting comprehensive pension and financial consultations
Development and sale of individual, tailor-made 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 training/continuing education in the field of mortgages/financing is an advantage - Proven sales experience in the insurance and financial industry
Professional experience in the field of mortgages/financing
Strong sales and consulting flair
High commitment, goal- and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, performance-based compensation
Monthly expense allowance
Between 25 and 27 vacation days
Recognition of service anniversaries in five-year intervals
Flexible working hours
Time-out models
Flexible working models 58+
Internal training and continuing education in the field
External training and continuing 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.