Insurance and Financial Advisor (m/f/d) – as part of a succession plan – General Agency Zurich-Limmat

Swiss Life AG

Zürich

Key information

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

Job summary

Join Swiss Life to support clients in their financial future. Enjoy a flexible work environment with great benefits.

Tasks

Manage a portfolio of corporate and private clients aged 45+.
Develop tailored solutions for retirement and wealth management.
Acquire new clients through systematic market engagement.

Skills

Proven experience in insurance and finance with relevant certifications.
Strong sales and consulting skills with a proactive mindset.
Entrepreneurial thinking and excellent networking abilities.

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Your area of responsibility

As part of a succession plan, take over a portfolio in the area of corporate and private client support, maintain and expand existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate client area with a focus on SMEs
Development and sale of individual, tailored solutions in the areas of retirement planning, wealth accumulation, and asset diversification, as well as in the corporate client area
Acquisition of new clients through systematic market cultivation
Representation of our company in an attractive sales area
Referral of business to our cooperation partners

Your strengths

Strong sales and consulting flair - Completed industry examination (Insurance Broker VBV, Insurance and Retirement Consultant IAF) or higher
Proven long-term sales experience in the insurance and financial industry
High commitment, goal-oriented and performance-oriented working 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 retirement 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.