Insurance and Financial Advisor (m/f/d) – Career changers welcome – General Agency Zurich-Binz

Zürich

Key information

Publication date:08 May 2025
Workload:100%
Place of work:Zürich

Job summary

Join Swiss Life, a leader in financial consulting, to support clients. Enjoy a dynamic work environment with attractive benefits.

Tasks

Maintain and nurture existing client relationships and acquire new ones.
Conduct comprehensive financial and retirement consultations.
Develop and sell tailored solutions for wealth building.

Skills

Completed vocational training with a strong sales and advisory flair.
Entrepreneurial thinking, resilient, and sociable.
Goal-oriented with a high level of commitment.

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Your area of responsibility

Maintaining and nurturing existing relationships with clients - Acquiring new customers through systematic market development
Conducting comprehensive insurance and financial consultations
Developing and selling individual, tailored solutions in the areas of insurance and wealth building
Representing our company in the sales area
Facilitating transactions with our cooperation partners

Your strengths

Completed vocational training - Strong sales and consulting flair
High commitment, goal-oriented and performance-driven work style
Entrepreneurial thinking, resilient and sociable

Attractive, performance-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

Your contact

Monika Spillmann

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 manner.