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

Swiss Life AG

Lausanne

Key information

Publication date:15 May 2025
Workload:100%
Place of work:Lausanne

Job summary

Join our dynamic team in finance and insurance services! Enjoy a supportive work culture with growth opportunities.

Tasks

Manage and nurture existing client relationships effectively.
Systematically prospect for new clients to expand our base.
Provide comprehensive advice in financial planning and insurance.

Skills

Have a successful insurance intermediary exam or higher education.
Proven sales experience in finance and insurance sectors.
Strong motivation with a goal-oriented and performance-driven approach.

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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
Development and sale of customized solutions in the areas of pension 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 individualized 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