Pension and Finance Advisor (m/f/d) with Professional Experience – General Agency Lausanne

13 May 2026
100%
Lausanne

Job summary

Join our dynamic team in financial advising and insurance! Enjoy a supportive work environment and opportunities for growth.

Tasks

Maintain and nurture existing client relationships effectively.
Systematically acquire new clients through market prospecting.
Provide comprehensive advice in finance and insurance matters.

Skills

Successful completion of specific branch exams or higher education.
Proven sales experience in insurance and finance sectors.
Strong motivation, goal-oriented approach, and resilience.

Is this helpful?

About the job

Your area of responsibility

Monitoring and maintaining relationships with existing clients
Acquisition of new clients through systematic market prospecting
Providing comprehensive advice on pensions and finance
Developing and selling customised solutions in the areas of pensions and wealth accumulation
Representing our company in the sales sector
Referring business to our cooperation partners

Your strengths

Passing the industry-specific exam (AFA insurance intermediary, certified insurance and pension advisor IAF) or higher level of education
Proven sales experience in the insurance and finance sector
Strong sales and advisory skills
High motivation, goal- and performance-oriented approach
Entrepreneurial spirit, resilience, sociable character

Your contact

Monika Spillmann

Company description

Thanks to personalised advice on pensions and finance, we support people in preparing their financial future at all stages of life and enable them to build their financial independence to live according to their own choices