Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Zug

06 May 2026
100%
Steinhausen

Job summary

Join Swiss Life as a financial advisor, supporting clients in their futures. Enjoy a collaborative work environment with flexible benefits.

Tasks

Manage a portfolio of corporate and private clients effectively.
Enhance existing relationships, focusing on pensions and SMEs.
Develop tailored solutions for wealth management and acquisition.

Skills

Industry certification in insurance or financial advising required.
Strong sales and consulting skills are essential.
Proven experience in insurance and finance sales.

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About the job

Your area of responsibility

As part of a succession arrangement, taking over a portfolio in the corporate and private customer sector

Care, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate customer sector with a focus on SMEs
Development and sale of individual, customised solutions in the areas of pension provision, asset accumulation and asset diversification, as well as in the corporate customer sector
Acquisition of new customers through systematic market development
Representation of our company in an attractive sales area
Referral of business to our cooperation partners

Your strengths

Strong sales and consulting flair

Completed industry examination (insurance intermediary VBV, insurance and pension advisor IAF) or higher
Proven many years of sales experience in the insurance and financial sector
High commitment, goal- and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, performance-related remuneration
Monthly expense allowance
Between 25 and 27 days of holiday
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

Aurora Bajraktari

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.