Insurance and Financial Advisor (m/f/d) – with experience – General Agency Winterthur

Swiss Life AG

Winterthur

Key information

Publication date:22 July 2025
Workload:100%
Place of work:Winterthur

Job summary

Join Swiss Life as a financial advisor, empowering clients! Enjoy a flexible work environment with attractive benefits.

Tasks

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

Skills

Completed industry certification as an insurance advisor or higher.
Proven sales experience in the insurance and finance sector.
Strong sales and advisory flair with a goal-oriented approach.

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Your area of responsibility

Care and maintenance of existing relationships with clients
Acquisition of new clients through systematic market development
Conducting comprehensive insurance and financial consultations
Development and sale of individual, tailored solutions in the areas of insurance and wealth building
Representation of our company in the sales area
Referral of business to our cooperation partners

Your strengths

Completed industry examination (Insurance Broker VBV, Certified Insurance and Financial Advisor IAF) or higher
Proven sales experience in the insurance and financial industry
Strong sales and consulting flair
High commitment, goal-oriented and performance-driven work 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

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 way.