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

Swiss Life AG

Bern

Key information

Publication date:29 August 2025
Workload:100%
Place of work:Bern

Job summary

Join Swiss Life to support clients in financial planning! Enjoy a flexible work environment with attractive benefits.

Tasks

Build and maintain relationships with existing clients.
Acquire new customers through systematic market engagement.
Provide comprehensive financial and preventive consultations.

Skills

Completed vocational training is required.
Strong sales and consulting skills are essential.
Entrepreneurial thinking and resilience are important.

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Your area of responsibility

·Support and maintenance of existing relationships with customers·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·Representation of our company in the sales area·Mediation 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-based remuneration
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

Sara Röthlisberger

About Swiss Life

With our individual pension and financial advice, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives financially independently.