Pension and Financial Advisors (m/f/d) – with Experience – General Agency Bern-East

About the job

Live your ambitions

Embrace versatility

Your area of responsibility

• Maintaining and nurturing existing relationships with clients
• Acquiring new clients through systematic market development
• Conducting comprehensive pension and financial consultations
• Developing and selling individual, tailor-made solutions in the areas of pension provision and asset accumulation
• Representing our company in the sales region
• Referring business to our cooperation partners

Realise potential

Your strengths

• Completed industry examination (insurance intermediary VBV, certified insurance and pension advisor IAF) or higher – demonstrable sales experience in the insurance and financial sector
• Strong sales and consulting flair
• High commitment, goal- and performance-oriented working style
• Entrepreneurial thinking, resilient and sociable

Your contact

Sara Röthlisberger

HR Service Manager

+41 43 284 40 85

For professional questions, please contact:

Michel Hosmann

General Agent

+41 31 939 49 40

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 with financial independence.