Swiss Life AG
Schwyz
Pension and Financial Advisors (m/f/d) – with Experience – General Agency Schwyz-Urnerland - Altdorf Area
- 15 October 2026
- 100%
- Schwyz
Job summary
Join Swiss Life as a Financial Advisor, guiding clients' futures. Enjoy a supportive environment with great benefits.
Tasks
- Maintain and nurture existing client relationships effectively.
- Acquire new clients through systematic market engagement.
- Deliver comprehensive financial and retirement consultations.
Skills
- Completed industry certification or higher; proven sales experience.
- Strong sales and consulting flair with a client-focused approach.
- Entrepreneurial mindset, resilient, and sociable.
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About the job
Your Area of Responsibility
- Maintaining and nurturing existing relationships with clients
- Acquisition of new clients through systematic market development
- Conducting comprehensive pension and financial consultations
- Developing and selling individual, tailor-made solutions in the areas of pension and asset accumulation
- Representing our company in the sales region
- Referring business to our cooperation partners
Your Strengths
- Completed industry examination (Insurance Intermediary VBV, Certified Insurance and Pension Advisor IAF) or higher
- Proven 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
- 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.