Insurance and Financial Advisor (m/f/d) – Specialization in Mortgages/Financing Expert – General Agency Wil

Wil

Key information

Publication date:31 July 2025
Workload:100%
Place of work:Wil

Job summary

Join Swiss Life, a leader in financial consulting, to shape futures. Enjoy a supportive work environment with great benefits.

Tasks

Maintain and nurture existing client relationships effectively.
Systematically acquire new clients through targeted market efforts.
Conduct comprehensive financial and retirement consultations.

Skills

Completed training in mortgages/financing is advantageous.
Proven sales experience in the insurance and finance sector.
Strong sales and consulting flair with entrepreneurial thinking.

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Your area of responsibility

Maintaining and nurturing existing relationships with clients
Acquisition of new customers through systematic market development
Conducting comprehensive insurance and financial consultations
Developing and selling individual, tailored solutions in the areas of insurance and wealth building
Representing our company in the sales area
Facilitating transactions with our cooperation partners

Your strengths

Completed training/continuing education in the field of mortgages/financing is an advantage
Proven sales experience in the insurance and finance industry
Professional experience in the field of mortgages/financing
Strong sales and consulting flair
High commitment, goal-oriented and performance-oriented work 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

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.