Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Schwyz-Urnerland - Region Innerschwyz

Schwyz

Key information

Publication date:12 October 2025
Workload:100%
Place of work:Schwyz

Job summary

Join Swiss Life to manage a portfolio in corporate and private clients. Enjoy a dynamic work environment with attractive benefits.

Tasks

Take over a portfolio focusing on corporate and private clients.
Develop and expand customer relationships, especially for 45+.
Acquire new clients through systematic market engagement.

Skills

Completed industry certification and proven sales experience required.
Strong sales and consulting skills essential.
Entrepreneurial mindset with resilience and sociability needed.

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Your area of responsibility

As part of a succession arrangement, taking over a portfolio in the corporate and private customer sector

Care, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate customer sector with a focus on SMEs
Development and sale of individual, tailor-made solutions in the areas of pension provision, asset accumulation and asset diversification, as well as in the corporate customer sector
Acquisition of new customers through systematic market development
Representation of our company in an attractive sales area
Referral of business to our cooperation partners

Your strengths

Strong sales and consulting flair

Completed industry examination (insurance intermediary VBV, insurance and pension advisor IAF) or higher
Proven many years of sales experience in the insurance and financial industry
High commitment, goal- and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, performance-based remuneration
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

Aurora Bajraktari

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.