Pension and Financial Advisors (m/f/d) – with Experience – General Agency Bern-West

Publication date:02 December 2025
Workload:100%
Place of work:Bern

Job summary

Join Swiss Life, a leader in financial services. Thrive in a supportive, flexible work environment.

Tasks

Maintain and nurture existing customer relationships.
Acquire new clients through systematic market engagement.
Provide comprehensive financial consultations and solutions.

Skills

Industry certification in financial advising or higher required.
Demonstrable sales experience in insurance and finance.
Strong consultative and entrepreneurial mindset needed.

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About the job

Your Area of Responsibility

Support and maintenance of existing relationships with customers
Acquisition of new customers through systematic market development
Conducting comprehensive pension and financial consultations
Development and sale of individual, tailor-made solutions in the areas of pension and asset accumulation
Representation of our company in the sales area
Referral of 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 industry
Strong sales and consulting flair
High commitment, goal- and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, performance-based 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

Sara Röthlisberger

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.