Sales Support (m/f/d) 40% - 60% General Agency Glarus-Rheintal

Swiss Life AG

Buchs

Key information

Publication date:19 June 2025
Workload:40 – 60%
Place of work:Buchs

Job summary

Join Swiss Life, a leader in financial advice and planning. Enjoy a supportive work environment with great benefits.

Tasks

Assist the general agent and sales team with admin tasks.
Handle customer calls and welcome clients at the agency.
Schedule appointments for advisors and manage client events.

Skills

Completed commercial training with experience in customer service.
Strong MS Office skills and social media affinity required.
Organizational flair and a customer-oriented personality.

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Your area of responsibility

Support of the general agent and field staff in all administrative and organizational matters
Receiving customer calls as well as welcoming customers in the general agency
Appointment scheduling for pension advisors (inbound)
Preparation of offers, customer documents, statistics and evaluations
Support in sales promotion measures including management of promotional items
Recording and maintenance of data in various Swiss Life applications
Assistance and organization of customer events and marketing campaigns
Building and maintaining the social media presence of the general agency

Your strengths

Completed commercial basic training
Several years of professional experience in insurance or customer service
Very good MS Office user skills (Outlook, Word, Excel, PowerPoint)
Affinity for social media
Numerical and organizational flair
Winning, resilient and customer-oriented personality

Market-oriented base salary
Bonus depending on company success and personal performance
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 and courses on various topics
Support for external training and further 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.