Insurance and Financial Advisor (m/f/d) – with experience – General Agency Zurich-Limmat

Swiss Life AG

Zürich

Key information

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

Job summary

Join us at Swiss Life, a leader in financial consultancy. We offer a supportive work environment and great benefits.

Tasks

Maintain and nurture existing client relationships effectively.
Conduct comprehensive financial and precautionary consultations.
Develop and sell tailored solutions for wealth accumulation.

Skills

Completed industry certification or higher; proven sales experience.
Strong sales and consulting flair with a proactive approach.
Entrepreneurial mindset; resilient and sociable personality.

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Your area of responsibility

Care and maintenance of existing relationships with clients - Acquisition of new clients through systematic market cultivation
Conducting comprehensive insurance and financial consultations
Development and sale of individual, tailored solutions in the areas of insurance and wealth building
Representation of our company in the sales area
Referral of business to our cooperation partners

Your strengths

Completed industry examination (Insurance Broker VBV, Certified Insurance and Financial Advisor IAF) or higher - Proven sales experience in the insurance and financial sector
Strong sales and consulting flair
High commitment, goal-oriented and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, success-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

Ardiana Selishta

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.