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

Swiss Life AG

Biel

Key information

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

Job summary

Join Swiss Life and shape financial futures with us! Enjoy a dynamic work environment and attractive benefits.

Tasks

Manage and nurture existing client relationships effectively.
Develop and sell tailored solutions for wealth and retirement planning.
Represent the company and connect with potential partners.

Skills

Preferably trained in pension planning with proven sales experience.
Strong sales and consulting flair with a proactive mindset.
Entrepreneurial thinking, resilient, and sociable personality.

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Your area of responsibility

Maintaining and nurturing existing relationships with clients - Acquiring new customers through systematic market development Conducting comprehensive insurance and financial consultations
Developing and selling individual, tailored solutions in the areas of retirement planning and wealth accumulation
Representing our company in the sales area
Facilitating transactions with 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 willingness to perform, goal-oriented and performance-driven 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

Ardiana Selishta

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.