Pension and Financial Advisors (m/f/d) – with Experience – General Agency Zurich-Binz

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

Job summary

Join Swiss Life, a leader in financial advice and services. Enjoy a flexible work environment with great benefits.

Tasks

Manage and nurture existing client relationships while acquiring new customers.
Conduct comprehensive financial and retirement consultations for clients.
Develop and sell tailored solutions for retirement and wealth building.

Skills

Completed industry exam, with proven sales experience in finance.
Strong sales and consulting flair, fluent in German and English.
Entrepreneurial mindset, resilient, and sociable.

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About the job

Your Area of Responsibility

Support and maintenance of existing relationships with clients - 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
Referral of business to our cooperation partners

Your Strengths

Completed industry examination (insurance intermediary VBV, certified insurance and pension advisor IAF) or higher - proven sales experience in the insurance and financial industry
Strong sales and consulting flair

Fluent in German and English, Italian is an advantage
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 further education in the field
External training and further education
Electronic learning platform

Your Contact

Monika Spillmann

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.