Pension and Financial Advisors (m/f/d) – Specialization Corporate Clients – General Agency Thurgau

Swiss Life AG

Weinfelden

Key information

Publication date:22 August 2025
Workload:100%
Place of work:Weinfelden

Job summary

Join Swiss Life, a leader in personalized financial consulting. Enjoy a flexible work environment and benefits.

Tasks

Manage and nurture existing client relationships while acquiring new customers.
Conduct comprehensive financial and retirement consultations.
Develop and sell tailored solutions for retirement and wealth building.

Skills

Completed training in collective insurance preferred; sales experience required.
Strong sales and consulting skills with proven experience.
Entrepreneurial mindset, resilient, and sociable.

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Your area of responsibility

Maintenance and care 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 training/continuing education in the field of collective insurance is an advantage - proven sales experience in the insurance and financial industry
Professional experience in the field of collective insurance
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 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

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.