Insurance and Financial Advisor (m/f/d) – Specialization in Collective – General Agency Zug

Swiss Life AG

Steinhausen

Key information

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

Job summary

Join Swiss Life for dynamic financial consultancy roles. Enjoy a supportive work culture with various benefits.

Tasks

Manage and nurture existing client relationships effectively.
Acquire new clients through systematic market engagement.
Provide tailored financial solutions and consultations.

Skills

Experience in collective insurance and proven sales background.
Strong sales acumen and advisory skills required.
Entrepreneurial mindset with high resilience and sociability.

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Your area of responsibility

Care and maintenance of existing relationships with clients

Acquisition of new clients through systematic market development
Conducting comprehensive insurance and financial consultations
Development and sale of individual, tailored solutions in the areas of insurance and wealth building
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 collective insurance is an advantage

Proven sales experience in the insurance and financial industry
Professional experience in the field of collective insurance
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

Your contact

Aurora Bajraktari

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.