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

Publication date:16 June 2025
Workload:100%
Place of work:Muri bei Bern

Job summary

Join Swiss Life, a leader in financial advisory services. Enjoy a supportive work environment with great benefits.

Tasks

Manage and nurture existing client relationships effectively.
Acquire new customers through systematic market engagement.
Conduct thorough financial and retirement consultations.

Skills

Completed industry certification in insurance or finance required.
Proven sales experience in insurance and finance sectors.
Strong advisory skills with a proactive, entrepreneurial mindset.

Is this helpful?

About the job

Your Area of Responsibility

Support and maintenance of existing relationships with clients
Acquisition of new clients 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 - verifiable sales experience in the insurance and financial sector
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.