Pension and Financial Advisors (m/f/d) – Specialization in Pension Planning – General Agency Biel-Seeland

Biel

Key information

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

Job summary

Join Swiss Life, a leader in personalized financial services. We're offering a dynamic work environment with great benefits.

Tasks

Nurture and maintain existing client relationships and acquire new ones.
Develop and sell tailored solutions for retirement and wealth building.
Represent our company in the sales region and connect with partners.

Skills

Completed training in pension planning preferred with sales experience.
Strong sales and consulting acumen with a goal-oriented mindset.
Entrepreneurial thinking with resilience and sociability.

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Your area of responsibility

Support 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
Mediation of business to our cooperation partners

Your strengths

Completed training/continuing education in the field of pension planning is an advantage - proven sales experience in the insurance and financial industry
Professional experience in the field of pension planning
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 work models 58+
Internal training and continuing education in the field
External training and continuing 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.