Pension and Financial Advisors (m/f/d) – Specialization in Investment Topics – General Agency Zurich-Limmat

Zürich

Key information

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

Job summary

Join Swiss Life, where we empower clients with personalized financial guidance. Enjoy a dynamic work environment with great benefits.

Tasks

Maintain and nurture existing client relationships effectively.
Systematically acquire new clients through market engagement.
Conduct comprehensive financial and retirement consultations.

Skills

Completed training in investment topics is an advantage.
Proven sales experience in insurance and finance sectors.
Entrepreneurial mindset, resilient, and sociable.

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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, tailored 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 investment topics is an advantage
Proven sales experience in the insurance and financial industry; professional experience in the field of investment topics
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

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.