Insurance and Financial Advisor (m/f/d) – with experience – General Agency Zurich-Binz

Swiss Life AG

Zürich

Key information

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

Job summary

Join Swiss Life for a role in personalized financial advising. Experience a supportive environment with great benefits.

Tasks

Manage and nurture existing client relationships effectively.
Conduct comprehensive financial and retirement consultations.
Develop and sell tailored solutions for wealth building.

Skills

Completed industry certification in insurance or finance required.
Proven sales experience in the insurance and finance sector.
Fluent in German and English; Italian is a plus.

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Your area of responsibility

Maintaining and nurturing existing relationships with clients - Acquiring new clients through systematic market development
Conducting comprehensive insurance and financial consultations
Developing and selling individual, tailored solutions in the areas of insurance and wealth building
Brokerage of business to our cooperation partners

Your strengths

Completed industry examination (Insurance Broker VBV, Certified Insurance and Pension Advisor IAF) or higher - Proven sales experience in the insurance and financial sector
Strong sales and consulting flair

Fluent in German and English, Italian is an advantage
High willingness to perform, goal-oriented and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, success-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

Your contact

Monika Spillmann

About Swiss Life

With our individual insurance 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 manner.