Pension and Financial Advisors (m/f/d) – Specialization Mortgages/Finance Expert – General Agency Schwyz-Urnerland

Schwyz

Key information

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

Job summary

Join Swiss Life, a leader in financial advice and planning. Enjoy a supportive, flexible work environment with great benefits.

Tasks

Manage and nurture existing customer relationships effectively.
Acquire new clients through systematic market engagement.
Provide tailored financial and retirement solutions to clients.

Skills

Background in mortgages/financing is a plus; sales experience is essential.
Strong sales and consulting skills are crucial.
Entrepreneurial mindset with resilience and sociability.

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Your area of responsibility

Care and maintenance 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 mortgages/finance is an advantage

Proven sales experience in the insurance and financial industry
Professional experience in the field of mortgages/finance
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 continuing education in the field
External training and continuing 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.