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

Steinhausen

Key information

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

Job summary

Join Swiss Life as you manage a portfolio of corporate and private clients. Enjoy a supportive and rewarding work environment with great benefits.

Tasks

Oversee and expand client relationships, focusing on 45+ demographic.
Develop and sell tailored solutions in retirement and wealth management.
Acquire new clients through strategic market engagement.

Skills

Must possess relevant industry certification and proven sales experience.
Strong sales and consulting skills are essential for success.
Entrepreneurial mindset with a proactive approach to client needs.

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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 clients

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
Develop and sell individual, tailored solutions in the areas of retirement planning, wealth accumulation, and asset diversification, as well as in the corporate client area
Acquire new customers through systematic market cultivation
Represent our company in an attractive sales area
Broker transactions to our cooperation partners

Your strengths

Distinct 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 finance 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

Aurora Bajraktari

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.