Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Uster

Uster

Key information

Publication date:15 May 2025
Workload:100%
Place of work:Uster

Job summary

Join Swiss Life as a financial advisor in a rewarding role. Enjoy a supportive work environment and attractive benefits.

Tasks

Manage a portfolio of corporate and private clients effectively.
Enhance existing relationships with clients aged 45+ focusing on pensions.
Develop and sell tailored solutions in wealth management and corporate services.

Skills

Proven experience in sales within the insurance and finance sectors.
Strong sales and consulting skills with a client-oriented approach.
Entrepreneurial mindset, resilient, and outgoing personality.

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Your area of responsibility

Taking over a portfolio in the corporate and private customer sector as part of a succession arrangement

Support, 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

Ardiana Selishta

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.