Pension and Financial Advisors (m/f/d) – Career Changers Welcome – General Agency Sursee

06 May 2026
100%
Sursee

Job summary

Join Swiss Life, a leader in financial consulting, to shape futures. Experience a supportive work environment with great benefits.

Tasks

Maintain and nurture existing customer relationships effectively.
Systematically acquire new clients through market engagement.
Provide comprehensive financial and retirement planning consultations.

Skills

Completed vocational training is required for this role.
Strong sales and consulting skills are essential.
Entrepreneurial mindset with high resilience and sociability.

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About the job

Your Area of Responsibility

Care and maintenance of existing relationships with clients
Acquisition of new clients through systematic market development
Conducting comprehensive pension and financial consultations
Development and sale of individual, customised solutions in the areas of pension provision and asset accumulation
Representation of our company in the sales area
Referral of business to our cooperation partners

Your Strengths

Completed vocational training
Strong sales and consulting flair
High commitment, goal- and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, performance-related remuneration
Monthly expense allowance
Between 25 and 27 days of holiday
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

Aurora Bajraktari

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.