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

06 May 2026
100%
Biel

Job summary

Join Swiss Life, a leader in financial advising and planning. This role offers a supportive work environment and great benefits.

Tasks

Manage a portfolio focusing on corporate and private clients aged 45+.
Develop tailored solutions for retirement planning and wealth management.
Represent the company and acquire new clients through targeted marketing.

Skills

Proven sales experience in insurance or finance and relevant certifications.
Strong sales and consulting skills with entrepreneurial mindset.
Resilient, goal-oriented, and excellent interpersonal skills.

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About the job

Your area of responsibility

As part of a succession arrangement, taking over a portfolio in the area of corporate and private client support, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate client 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 client sector - - Acquisition of new customers through systematic market development
Representation of our company in an attractive sales area
Mediation of business to our cooperation partners

Your strengths

Distinct 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 in five-year intervals
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

Ardiana Selishta

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.