Insurance and Financial Advisor (m/f/d) – with Experience – General Agency Zurich-Zimmerberg
Swiss Life AG
Horgen
Key information
- Publication date:08 May 2025
- Workload:100%
- Place of work:Horgen
Job summary
Join Swiss Life for a rewarding role in financial consulting. Enjoy a supportive work environment with flexible hours.
Tasks
- Manage and nurture existing customer relationships effectively.
- Acquire new customers through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed industry certification in financial advising or higher.
- Proven sales experience in the insurance and finance sectors.
- Strong advisory and sales skills with entrepreneurial thinking.
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Your area of responsibility
- Care and maintenance of existing relationships with clients
- Acquisition of new clients through systematic market development
- Conducting comprehensive insurance and financial consultations
- Development and sale of individual, tailored solutions in the areas of insurance and wealth building
- Representation of our company in the sales area
- Referral of business to our cooperation partners
Your strengths
- Completed industry examination (Insurance Broker VBV, Certified Insurance and Pension Advisor IAF) or higher
- Proven sales experience in the insurance and financial sector
- Strong sales and consulting flair
- 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 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 way.
About company
Swiss Life AG
Horgen
Reviews
3.5
- Management style3.5
- Salary and benefits3.8
- Career opportunities3.5
- Working atmosphere3.3