Pension and Finance Advisor (m/f/d) in the context of retirement – General Agency Sion-Valais Romand – Val de Bagnes region

Swiss Life AG

Sion

Key information

Publication date:03 July 2025
Workload:100%
Place of work:Sion

Your area of responsibility

Taking over a portfolio of private and business clients in the context of estate settlement
Monitoring, maintaining, and developing existing client relationships in the 45+ segment, with a focus on retirement planning, as well as in the business client sector, especially SMEs
Developing and selling tailor-made solutions in the areas of pension, wealth accumulation, and wealth distribution, as well as in the business client sector
Acquiring new clients through systematic market prospecting
Representing our company in an attractive sales sector
Referring business to our cooperation partners

Your strengths

Strong sales and advisory skills
Successful completion of the industry-specific exam (AFA insurance intermediary, certified insurance and pension advisor IAF) or higher level of education
Proven long-term sales experience in the insurance and finance sector
High motivation, goal- and performance-oriented approach
Entrepreneurial spirit, resilience, sociable character

Company description

Thanks to personalized advice in pension and finance, we support people in preparing their financial future at all stages of life and enable them to build their financial independence to live according to their own choices